Careers | Strategic Financial Services

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Associate Advisor, Wealth Management

The Associate Advisor attends client meetings to take notes, records action steps to be taken and identifies necessary follow-up actions. They prepare materials for client meetings. Following client meetings,assign and manage meeting action items and tasks to be completed. Initiate and field client calls. Provide ongoing, day-to-day client account maintenance (e.g., money requests, checks, ACHs, transfers, etc.) andprimary/backup contact for clients/prospects. No primary relationship management responsibility. Investment and Financial Plan Execution: prepares and processes all paperwork for client transactions.Coordinates/Executes/Implements recommendations for client financial plans and investments. Follow-up/to-dos: timely completion and coordination of investment/planning actions internally with properinputs communicated to team members when delegated. Check custodian alerts daily and performe appropriate action. Prepare special reports. Collaborate with Lead Advisor for proper support in clientonboarding and relationship management. Coordinate key tasks with professional partners outside of Strategic (attorneys, CPAs, Insurance Carrier’s, etc.). Assist with special projects, as needed. Participate infirm committees, as needed.

General Bookkeeping and Client Billing:
• Maintain accurate financial records, including tracking expenses and managing accounts payable and receivable.
• Handle client billing, ensuring timely and accurate invoicing.
• Assist the outsourced CFO and internal COO with financial tasks as needed.. Financial Records and CFO/COO Liaison:
• Serve as the primary liaison between the company’s financial records and the outsourced CFO.
• Partner with the firm’s accounting firm for the timely filing of taxes and other financial
obligations.
• Assist the outsourced CFO and internal COO in tracking financial performance, budgeting, and
cash flow analysis.
• Ensure financial documentation is organized and accessible for auditing and compliance
purposes.
Day-to-Day Office Operations & Facilities Management:
• Oversee office supplies, equipment, and general office upkeep.
• Coordinate necessary repairs and maintenance with contractors to ensure the office remains
functional and efficient.
• Manage relationships with contractors and suppliers for office services, ensuring cost-effective
solutions.
Vendor Management:
• Monitor contract durations, renewal dates, and associated costs to ensure accurate budgeting
and financial planning.
• Conduct due diligence on vendors to ensure privacy and security standards are met, in line with
compliance requirements.
• Maintain documentation for vendor contracts and compliance assessments to support financial
and regulatory reviews.
Payroll and Compensation Coordination:
• Coordinate payroll activities with the firm’s outsourced payroll provider.
• Ensure all payroll changes, including new hires, terminations, and salary adjustments, are
processed accurately and on time.
• Assist with tracking employee benefits and liaising with the HR team as needed.
Compliance Support:
• Provide administrative support for compliance-related tasks, including document management
and tracking compliance deadlines.
• Assist in preparing compliance reports and audits as required.
• Ensure compliance records are up to date and available for regulatory reviews

Office Manager

The Office Manager will play a critical role in maintaining the smooth operation of our office, overseeing day-to-day activities, and ensuring our financial and operational processes are efficient. This position will support our growing team by managing general bookkeeping, client billing, vendor relationships, office operations, and facilities management. The Office Manager will also serve as the liaison between the firm’s financial records and the outsourced Chief Financial Officer (CFO), while assisting the internal COO. Additionally, the Office Manager will coordinate payroll and compensation activities with the firm’s outsourced payroll provider and provide support for compliance-related activities.

Core Responsibilities

General Bookkeeping and Client Billing:
• Maintain accurate financial records, including tracking expenses and managing accounts payable
and receivable.
• Handle client billing, ensuring timely and accurate invoicing.
• Assist the outsourced CFO and internal COO with financial tasks as needed.
Financial Records and CFO/COO Liaison:
• Serve as the primary liaison between the company’s financial records and the outsourced CFO.
• Partner with the firm’s accounting firm for the timely filing of taxes and other financial
obligations.
• Assist the outsourced CFO and internal COO in tracking financial performance, budgeting, and
cash flow analysis.
• Ensure financial documentation is organized and accessible for auditing and compliance
purposes.
Day-to-Day Office Operations & Facilities Management:
• Oversee office supplies, equipment, and general office upkeep.
• Coordinate necessary repairs and maintenance with contractors to ensure the office remains
functional and efficient.
• Manage relationships with contractors and suppliers for office services, ensuring cost-effective
solutions.
Vendor Management:
• Monitor contract durations, renewal dates, and associated costs to ensure accurate budgeting
and financial planning.
• Conduct due diligence on vendors to ensure privacy and security standards are met, in line with
compliance requirements.
• Maintain documentation for vendor contracts and compliance assessments to support financial
and regulatory reviews.
Payroll and Compensation Coordination:
• Coordinate payroll activities with the firm’s outsourced payroll provider.
• Ensure all payroll changes, including new hires, terminations, and salary adjustments, are
processed accurately and on time.
• Assist with tracking employee benefits and liaising with the HR team as needed.
Compliance Support:
• Provide administrative support for compliance-related tasks, including document management
and tracking compliance deadlines.
• Assist in preparing compliance reports and audits as required.
• Ensure compliance records are up to date and available for regulatory reviews.

Professional Experience

At least 3-5 years of office management experience, including financial record-keeping, vendor management, and facilities management

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The values that guide us

SERVE.

At our core, we’re simply good people helping good people. Our success is measured by the impact we have on each other, our clients and our communities.

GROW.

Growth is the mechanism that allows us to reinvest and continue to propel our business forward. This is how we help more people live a great life.

LIVE.

We practice what we preach. We dream big and aren’t afraid to fail. We are always striving to live a great life while helping others do the same.

Our friends would describe us as

Genuinely good

We bring heart, care and commitment to every relationship and interaction.
Radically Responsive

Returned calls, quick answers, and personal touches are the norm here – the fundamentals always come first.
Team Players

We believe we’re stronger together. This means we listen, roll up our sleeves, and think beyond our personal perspective.
Boldly Simple

In a world that sells complexity, we shoot straight, tell it like it is, and bust the myth that finance has to be confusing.
Big Dreamers

We take a holistic approach to planning, an expansive approach to possibilities, and a community-oriented approach to business.

Reasons its great to work here

Time-Off

Every team member gets 5 weeks of PTO each year in addition to (12) paid holidays. We hold our team accountable to taking time away for themselves, their families and their dreams.

Wellness

We cover all the bases with competitive medical, dental and vision options to choose from. We enhance that coverage with HSA contributions, wellness programs, disability and life insurance.

Retirement

With access to our in-house team of retirement experts and a generous profit-sharing program (up to 10% of your salary annually), Strategic will help you on your path to your dream retirement.

Financial Wellness

As a team member, you are also a client. Strategic contributes $2,500 to start or enhance your investment portfolio with financial planning service at our friend’s and family rate.

Environment

The flexibility to work from our recently renovated office space, home, or on-the-road with help from a tech stack designed to work when and where you need to.

Family

Strategic’s enhanced paid family leave policy offers (6) weeks of 100% of your salary for new parents and a dependent care FSA helps cover childcare when you come back to work.

A group of good people making a big impact.