Strategic Financial Solutions

  • Administrative Associate (Buffalo, NY)

    Job Locations US-NY-Buffalo
    Job ID
  • Overview

    A Little About Strategic:

     Strategic Financial Solutions is proudly 100% employee owned. Our mission is to help people burdened with debt by providing a personalized approach to regain control of their financial future. Strategic is a leading financial services company that provides comprehensive debt relief solutions for people in difficult financial situations. Through our personalized credit card modification program and our consumer lending products, Strategic has successfully resolved more than $1 Billion in high interest consumer debt for over 100,000 clients.

    Recognized multiple times for our culture and growth, we are also one big busy family with three state-of-the-art facilities, two in Manhattan and one in Buffalo to house over 800 and growing members.


    In 2017, Strategic ranked 21st among The Best Companies to Work for in New York State and recognized as one of the top 500 fastest growing private companies in the United States by Inc Magazine. Leading up to such great acknowledgement, we were named to Crain’s New York Business Fast 50 Companies list that recognizes the fastest growing companies in New York City in both 2015 and 2016. We proudly celebrated our 10th anniversary in June 2017.


    Are you organized and highly detail oriented?

    Are you able to work independently and within groups to meet department deadlines?

    Are you able to multi-task and adapt to change quickly?


    If you answered YES to these questions, then look no further and apply for the Operations Administrative Specialist position!


    Job Summary:

    The main purpose of the Operations Administrative Specialist is to ensure client satisfaction both internally and externally, assist with ongoing Back-Office departmental support – including; reporting, database entry, procedural updates as well as other duties as defined by the Senior Director of Operations and Directors/Managers within the Back-Office team.


    The Operations Administrative Specialist will be responsible for sending needed documents to clients and creditors either via physical mail, fax, or email. The Operations Administrative Specialist is also responsible for migrating the client’s debts into our CRM once fully enrolled.


    Job Duties, include but are not limited to:

    • Mail or Email Welcome Packets to newly enrolled clients
    • Migrate a new client’s list of enrolled debts into our CRM
    • Mail or Email a client’s files and information that they request for which is in their program and account
    • Updating account information as needed before migration or mailing tasks.
    • Sending letters to creditors via fax or physical mail, notifying of our representation, and 1099c forms.
    • Sending letters to creditors via fax or physical mail, notifying of our cancellation of representation for clients that have either completed or canceled the program
    • Sending letters to clients via physical mail notifying them of certain milestones in their program, such as, getting their very first settlement.
    • Updating new departmental Operating Procedures
    • Document processing/uploading client information into our CRM


    • Background in administrative functions
    • Detail oriented and attention to details
    • Highly organized and embraces challenges
    • Ability to change direction quickly and re-prioritize
    • Self-motivated and can work individually and as a team
    • Ability to work under pressure and have a sense of urgency to accomplish various tasks at hand on or before deadline
    • Excellent communication skills, both verbal and written
    • Intermediate knowledge of Excel and basic knowledge of other Microsoft Office tools





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