A group of good people making a big impact.

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

FIRM VALUES:Serve | Grow | Live

CORE RESPONSIBILITIES:

Business Process Analysis:

• Evaluate and document existing business processes, identifying inefficiencies or bottlenecks.
• Recommend system or workflow improvements to streamline operations and enhance productivity.
• Assess business needs and collaborate with departments to identify opportunities for technical solutions that automate processes.
• Requirements Gathering:
• Partner with stakeholders to gather, document, and validate business requirements.
• Translate requirements into clear and actionable technical specifications.
• System Implementation & Configuration:
• Lead or assist in system configuration, implementation, and customization of tools like Salesforce and Office 365.
• Develop, implement, and test API integrations and automated workflows to bridge systems.

Technology Evaluation & Integration:

• Assist in evaluating, integrating, and implementing new technologies, including AI tools, to enhance efficiency, improve workflows, and support data-driven decision-making.
• Offer suggestions for new or improved systems, software, upgrades, and modifications.
• Participate in developing strategic plans for systems and application development.

Testing & Troubleshooting:

• Conduct thorough system testing, validation, and troubleshooting to ensure functionality aligns with business needs.
• User Support & Training:
• Train business users on systems and tools, ensuring adoption and effective utilization.
• Engage with users to inform them about system changes and resolve questions or concerns.

Compliance & Data Governance:

• Maintain compliance with data governance policies, security protocols, and industry regulations.

TECHNICAL SKILLS:​​​​

• Hands-on experience with Salesforce, Office 365, and API integration practices, tools, and protocols.
• Experience with RESTful and SOAP APIs, as well as JSON, XML, and SQL.
• Familiarity with API testing tools such as Postman and Swagger.
• Knowledge of workflow automation and AI tools is a plus.
• Strong analytical mindset with the ability to proactively identify and resolve process and system inefficiencies.
• Excellent verbal and written communication skills, with the ability to collaborate effectively across technical and non-technical teams.
• Strong working knowledge of project management frameworks like Agile/Scrum (preferred), Lean, Six Sigma, and/or Waterfall Methodology.
• Knowledge of financial services, investment products, or regulatory frameworks relevant to the advisory industry. (Preferred)

Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.

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