Associate: Team Solutions

About the role

Succession Resource Group (SRG) is a boutique consulting firm specializing in succession planning, valuation, and transaction advisory for financial advisors, RIAs, and other small business owners. We help clients value, grow, protect, and plan the transition of their businesses — pairing deep technical expertise with white-glove, strategy-first service across valuation, equity and compensation design, entity work, succession readiness, and buy- and sell-side transactions.

Responsibilities

• Project Planning and Coordination:
  • Initiates tasks independently and sees them through to completion, supporting projects from inception to close by coordinating tasks, tracking progress, and ensuring deadlines are met
  • Ensures documents are correctly formatted, proofread, and upload-ready before submission
  • Covers entity filings and registrations with third-party resources and/or state agencies, including formations and amendments, and tracks filing status and deadlines
  • Covers coordination with outside parties to gather information, complete and publish filings, and keep deliverables moving
  • Maintains monitoring project progress and identifies potential risks or issues, promptly flagging them to keep projects on track
  • Uses data, facts, and logical reasoning to prioritize work and make sound day-to-day coordination decisions
  • Manages time effectively to meet responsibilities and deadlines in a complex, largely autonomous environment
  • Attends project and client meetings in a support capacity and turns the discussion into clear next steps — capturing the context behind the conversation, action items, and potential roadblocks, and following up to keep work moving
• Communication and Reporting:
  • Keeps client-facing updates, status, and next steps current in the project management system rather than corresponding with clients directly
  • Covers coordination directly with third parties, including outside parties and state agencies, on filings, documentation, and follow-up
  • Covers logging and sharing action items, status updates, and next steps with the project team and consultants through the project management system
  • Schedules client calls and coordinates calendars — the role's primary administrative, client-facing touchpoint
  • Covers fields incoming questions and routes them to the appropriate consultant or team member
  • Covers communicating clearly and professionally in English, in writing and verbally, adjusting style to suit different audiences and seniority levels
  • Covers highlighting key metrics, achievements, and challenges to the Senior Consultant
  • Covers providing clear updates and action items to the project team
• Documentation and Records:
  • Covers creating, monitoring, and completing tasks in the project management system
  • Covers maintaining the project management system by accurately updating client information, project progress, and assigned tasks
  • Covers organizing electronic files and records, including entity records and governance documentation
  • Covers ensuring project files are organized and accessible for future reference
• Process Improvement:
  • Covers continuously assessing project coordination processes and proposing improvements for increased efficiency and effectiveness
  • Covers collecting and organizing process improvement recommendations and discussion topics for review during strategic team meetings
• Research and Continuous Learning:
  • Covers assisting with entity and jurisdictional research, gathering and organizing state filing requirements, governance considerations, and related data at the direction of the team
  • Covers actively building depth in the complex, technical subject matter behind our services (e.g., entity structuring and formation, governance documents, and mergers and reorganizations)
  • Covers staying informed of recent industry updates
  • Covers staying informed of recent updates impacting the services provided by the Team Solutions team

Qualifications

• Intermediate to advanced Excel skills required (e.g., complex formulas, data organization, cap tables)
• Strong working knowledge of the broader Microsoft Office suite (Word, PowerPoint, and Teams)
• Experience with CRM Systems (e.g. Salesforce) and Project Management Software
• Comfortable coordinating with third parties such as outside parties and state agencies
• Accuracy and sound judgment in following established processes, with a strong sense of when to escalate questions to the Senior Consultant
• Comfortable working in a primarily behind-the-scenes support role, with client contact limited to administrative scheduling
• Openness to giving and receiving frequent feedback and mentoring
• Intellectually curious, with a demonstrated drive to master complex material
• Self-motivated go-getter who takes initiative and sustains momentum without close supervision
• Ambition to grow into a client-facing consulting role
• Attention to detail
• Strong organizational skills
• Team player with a positive "can do" attitude and resilience in a fast-paced environment
• Experience with entity structure, formation, and filing, preferred
• Experience with governance documents, contract preparation, or legal writing, preferred
• Experience supporting mergers or reorganizations, preferred
• Knowledge of the financial services industry, preferred
• Bachelor's Degree plus 3 years of experience in a related field

Essential Functions

• Organize tasks and information, and act independently to keep work moving
• Cover project planning and coordination
• Cover communication and reporting
• Cover documentation and records
• Cover process improvement
• Cover research and continuous learning

Flexibility and Coverage

All Associates must be able to perform the following essential functions, with or without reasonable accommodation:

• Organize tasks and information, and act independently to keep work moving
• Cover project planning and coordination
• Cover communication and reporting
• Cover documentation and records
• Cover process improvement
• Cover research and continuous learning

Compensation

The pay range for this role is: $60,000.00 – $85,000.00 USD per year (United States)