A group of good people making a big impact.

Position
This role is responsible for managing front office operations, including greeting clients and handling incoming calls, while ensuring a smooth and professional office environment. Assisting with day-to-day marketing execution, including coordinating social events, managing branded merchandise, and supporting client gifting initiatives. Additionally, provide light executive assistant support to the CEO and Advisor Teams.

Core Responsibilities

Front Office & Administrative Support
•Greet clients and visitors; serve as the first line on the phone system and route calls/messages accurately and professionally.
•Process incoming and outgoing mail/packages daily and notify recipients.
•Assist/lead planning and logistics for office and team member events (invites, catering, setup/tear-down, on-site support, light vendor coordination).
•Provide general executive assistant support to the CEO and Advisor Teams (calendar coordination, travel logistics, light correspondence).
•Handle general office administration and upkeep—coordinate office and kitchen supplies, place orders, receive and restock; partner with the Office Manager to contact/work with vendors (janitorial, shredding, coffee/water, signage, etc.).

Marketing Coordination
•Plan, coordinate, and execute branded and sponsored events, including logistics, vendor management, and on-site support to ensure a seamless experience.
•Manage the company’s social media presence by scheduling and posting content across platforms, engaging with followers, and supporting brand consistency.
•Maintain and organize branding inventory, ensuring timely replenishment and distribution for internal use, client gifting, and event needs.
•Coordinate client gifting initiatives, including sourcing, personalization, and delivery to enhance client engagement and brand loyalty.
•Support other marketing initiatives and administrative tasks as needed to ensure smooth execution of campaigns and projects

Technical Skills
•Warm, professional front-desk presence and strong people skills.
•Excellent organization, attention to detail, and follow-through; comfort juggling multiple deadlines.
•Clear written and verbal communication skills.
•Proficiency with Microsoft 365 (Outlook, Word, Excel, Teams); ability to learn tools like SharePoint and social scheduling platforms.

Preferred Skills
•Experience with social tools(e.g., native schedulers, Hootsuite/Buffer) or light design (Canva).
•Event coordination (vendors, budgets, timelines).
•Familiarity with Salesforce or similar CRM or Marketing Automation platform
•Active Notary Public commission (or willingness to obtain upon hire)

Education
•Associate’s degree in business administration or related field.
Professional Experience
•1–3 years in an administrative, office coordinator, marketing assistant, or similar role

Values: Serve, Grow, Live
•Believes in Strategic’s purpose, vision and values
•Attention to detail, rigorous work ethic, humble attitude
•Passionate about helping people
•Continually exhibits personal integrity and personal initiative
•Demonstrated ability to improve productivity
•Reliable, follows through on commitments, does not shrink from new challenges
•Organized, able to multitask and work independently when needed
•Ability to collaborate and work effectively with others
•Flexible team player who is highly adaptable to change and open to innovative ideas
•Demonstrated ability to work successfully in an entrepreneurial environment

Position
The position, within our Diamond Teams, supports the team with being the primary liaison between the Client Service team and Diamond team and primary back-up for Lead and Senior Advisors.

Core Responsibilities
• Client Service: Day-to-day primary/backup contact for clients/prospects and primary back-up to lead and senior advisors. Serve as liaison between client service and advisor team / end client. Coordinate key tasks with professional partners outside of Strategic (attorneys, CPAs, insurance providers, etc). No primary relationship management responsibility.
• Investment and Financial Plan Execution: Coordinates/Executes/Implements
recommendations for client financial plans and investments.
• Follow-Up/To- Dos: Timely completion and coordination of action items internally with proper inputs communicated to team members when delegated.
• Leadership: Participate in firm groups, initiatives, or internal projects/rocks, as well as in the community.

Technical Skills
• Operational: Working knowledge of the firm’s financial planning tech, client facing technology, performance reporting, and CRM systems.
• Financial Planning: Basic knowledge of key financial planning areas (Risk Management, Tax, Estate, Retirement, Education and Business).
• Investments/Market: Basic knowledge of securities markets, global economics, portfolio construction and informed on market conditions and news events, and their implications for investors.
• Industry: Basic understanding of key trends in financial planning and legislative changes.
• Communication: Good written, verbal and presentation skills. Demonstrated ability to listen, ask good questions, identify opportunities, resolve conflicts, educate, and coach
clients.
• Administrative: Ability to coordinate key tasks with professional partners outside of Strategic (Estate, Tax, Insurance, etc.)
• Fundamental: solid problem solving, EOS and technology skills

Education
• Bachelor’s degree or significant relevant experience required
• Possess a Series 65 or obtain within 6 months and a desire to enroll in CFP Program

Professional Experience
• 3 + years depending on industry experience

Values: Serve, Grow, Live
• Believes in the firm’s purpose, vision, and values.
• Attention to detail, rigorous work ethic, and humble attitude.
• Passionate about helping people and improving productivity.
• Reliable, organized, and able to multitask.
• Flexible team player and adaptable to change.