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Client Experience Communication Associate » STRATA Trust Company Client Experience Communication Associate » STRATA Trust Company

Client Experience Communication Associate

POSITION SUMMARY

We have an immediate opening for an experienced Client Experience Communications Associate in our Waco office to lead our client communications process. This position will play a pivotal role in enhancing the client and user experience through team collaboration and innovation throughout our forms and process communications. Success in this role requires excellent communication, organization, customer service, teamwork, and time management skills. We are seeking high-potential candidates to join our team at our Waco office, located at 7901 Woodway Dr.

To excel in this role, you must possess strong communication skills, solid project management proficiency, and a passion for helping others through collaboration. You will be expected to make decisions, create and support change, and have a growth mindset – while growing yourself.

 

WHY STRATA?

STRATA Trust Company is a fast-growing self-directed IRA custodian which serves individuals and institutional clients nationwide that invest in alternative assets using retirement funds. Self-directed IRAs allow individuals to save for retirement by providing a wider array of investment options than banks and brokerage firms.  Investments include alternative investments such as real estate, trust deeds, precious metals, private equity, and debt offerings, as well as crowdfunding and investment portals, and more. As a subsidiary of Horizon Bank based in Austin, Texas, the company is regulated by federal and state banking authorities.

Our trajectory of growth is exciting, and we are ready to take it to the next level with talented, passionate individuals who love to work with people and want to be valuable contributors to our future growth and success. That is just part of the reason that STRATA is a great place to work!

 

WHAT WILL YOU DO?

Key highlights include:

  • Manage organizational communications and forms through the client life cycle, keeping management informed of performance with routine and requested reporting.
  • Oversee our communications and forms repository, including the review and maintenance of guidelines, using our project management system and forms platform.
  • Collaborate regularly with internal team members, to analyze current communications and forms processes to ensure we are delivering the best possible client experience.
  • Plan, organize, and conduct meetings and present to stakeholders, with regards to communications and forms management.
  • Identify and investigate communications and forms issues quickly, and work with internal and external resources to resolve issues in a timely manner.
  • Assist the leadership team with operational projects as needed, to ensure we are maintaining service level expectations and provide resources and solutions as requested.
  • Other duties as assigned.

 

AM I THE RIGHT FIT?

The ideal candidate is an experienced executive assistant who possesses:

  • Bachelor’s degree preferred, plus at least two years communications or forms management experience, preferably in the financial service industry, or the equivalent combination of education and experience, demonstrating the knowledge, skills, and abilities to perform the job duties of this position.
  • Possess strong verbal and written communication skills, analytical capabilities, and excellent organizational and project management skills.
  • Excellent computer skills and experience with Microsoft Office suite– Outlook, Word, Excel, DocuSign, and Adobe Acrobat Pro.
  • Demonstrated ability to take initiative and contribute to the team’s success.
  • Optimistic, self-motivated, goal-oriented, dependable and punctual.

 

WHAT DOES IT MEAN TO BE ON THE STRATA TEAM?

Our commitment to our employees goes beyond base pay—it includes tangible things like salary, benefits, and special employee programs such as training & development, wellness, and flexible sick time. Equally important are the intangible factors like challenging work, a community-focused mindset, and the opportunity to grow professionally. We do not hire resources; we invest in people.

Benefits available to you include:

  • Health coverage options including Medical, Dental, and Vision.
  • Wellness Program that incentivizes you with premium cost savings.
  • Employee Assistance Program to help you with life’s challenges.
  • Basic Group Term Life and AD&D to protect you and your family.
  • The opportunity to become a shareholder of the Bank through our 401k Retirement Plan.
  • Time off policies meant to support your work-life balance.
  • Discounts on Pet Insurance.

 

INTERESTED?

This is a great opportunity to join a successful and fast-growing company with a national footprint. If you think that you could be the perfect fit, please apply now. Submit your resume and contact information for consideration.

Good luck, and we look forward to hearing from you!

At STRATA Trust, we rely on diversity of culture and thought to deliver on our goals. To ensure this we seek talented, qualified people for all of our career opportunities, regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, veteran status, or any other protected classification under federal, state and/or local laws. STRATA is proud to be an Equal Employment Opportunity/Affirmative Action Employer.