Operations Specialist – Stratos Investment Management

Job Description:

The Stratos Investment Management (SIM) Operations Specialist supports the day-to-day operational processes of Stratos Investment Management. This role is responsible for opening new accounts, preparing and reviewing account documentation based on account type, and ensuring all materials are complete and ready for client signature. The SIM Operations Specialist is also expected to meet established service standards while contributing to a high-quality client and advisor experience.

Working closely with internal team members, the SIM Operations Specialist helps ensure operational tasks are completed accurately and within established timeframes. This role supports issue resolution, promotes consistency across processes, and contributes to continuous improvement efforts that enhance efficiency and scalability across the organization.

Job Responsibilitie...