Shannon Dalton — Administrative & HR Assistant · Stratos Private Wealth

Shannon Dalton — Administrative & HR Assistant · Stratos Private Wealth · San Diego, California, United States.

Direct contact

No direct contact on file for Shannon yet.

About

I’ve always been drawn to the people-focused side of operations and the behind-the-scenes work that helps leaders, teams, and organizations run smoothly. My background spans hospitality, education, events, HR, and business operations. I studied Hospitality and Tourism Management at San Diego State University, where I built a strong foundation in service, logistics, communication, and creating positive experiences. I later moved into education, where I continued developing those skills through program coordination, staff and family communication, schoolwide initiatives, event planning, documentation, and day-to-day operations. Today, I support HR, administrative, and operational functions in the wealth management industry, working closely with leadership on recruiting, onboarding, employee support, office operations, project coordination, technology initiatives, and process improvement. Across each role, I’ve found that I’m most energized by organizing moving pieces, supporting people, improving systems, and making things easier for the teams around me. I enjoy roles that require strong communication, attention to detail, discretion, adaptability, and the ability to keep multiple priorities moving at once. I’m continuing to grow at the intersection of people operations, business operations, and project coordination, with a focus on creating organized, efficient, and supportive experiences for both employees and leadership.

Experience

Administrative & HR AssistantCurrent
Stratos Private Wealth
Jun 2026 – Present
Support HR, administrative, and operational functions for Stratos Private Wealth, partnering closely with the COO and leadership team to keep day-to-day operations, employee initiatives, and key projects moving forward. My responsibilities include: • Coordinating recruiting efforts, including job postings, candidate screening, assessments, interview scheduling, and hiring support • Supporting employee onboarding, benefits administration, training coordination, performance review processes, and HR documentation • Managing office operations, vendors, supplies, billing issues, technology access, and employee support requests • Coordinating meetings, events, travel, client-facing initiatives, and leadership projects • Supporting firmwide process improvements and technology initiatives, including HR systems, AI tools, and operational workflows • Assisting with compliance-related projects, employee records, registrations, and cross-functional requests • Serving as a point of coordination between internal teams, vendors, IT, corporate partners, and firm leadership • Supporting major projects, including the firm's office relocation and ongoing operational planning The role combines people operations, project management, problem-solving, and administrative support in a fast-paced wealth management environment.