FAQs
What is the primary focus of the Strategy Coordinator role?
The primary focus of the Strategy Coordinator role is to support the Advisory team by driving overall strategy, ensuring effective communication, optimizing operational efficiency, and fostering cross-functional collaboration.
What qualifications are required for this position?
A Bachelor's degree in business, finance, or a related field is required, along with 2+ years of experience in consulting, market research, or a Chief of Staff role. An advanced degree such as an MBA is preferred.
Are there any specific skills needed for the Strategy Coordinator position?
Yes, excellent communication skills, strong attention to detail, proficiency in Microsoft 365 (with advanced PowerPoint skills preferred), and experience with JIRA and Confluence are essential. Strong analytical skills are also important.
What type of experience is preferred for this role?
Experience in business strategy development and familiarity with the financial services industry are preferred. Having a FINRA SIE License is also considered a plus.
What is the work environment like for this position?
This job operates in a hybrid office environment, allowing flexibility to work from home and one of the primary offices.
What are some of the key responsibilities of the Strategy Coordinator?
Key responsibilities include creating documentation such as presentations and reports, supporting cross-functional projects, managing confidential data, conducting market trend analysis, and managing product meetings.
Does Apex Fintech Solutions offer any employee benefits?
Yes, AFS offers a robust benefits package which includes healthcare benefits, competitive PTO, 401k match, parental leave, and HSA contribution match, among others.
How does AFS demonstrate its commitment to diversity and inclusion?
AFS is dedicated to creating an inclusive and equitable workplace, values every team member's unique perspective, and strives to foster a culture where everyone belongs, reflecting its mission to democratize investing.
What tools or software should a candidate be familiar with for this position?
Candidates should be familiar with Microsoft 365, PowerPoint, JIRA, Confluence, and ideally have experience with business intelligence tools like Power BI.
Is prior experience in the financial services industry necessary for this role?
While not explicitly required, experience in the financial services industry is preferred and would be beneficial for understanding the context of the role.