Administrative Operations Assistant | Wealth Management Firm

Administrative Operations AssistantAre you looking for a long-term career where you can grow, contribute meaningfully, and be part of a high performing team? Strittmatter Wealth Management Group, LLC is seeking a driven, detail oriented Administrative Operations Assistant to join our Operations Apprenticeship program. This full-time role is ideal for a professional who thrives in a structured environment, values precision, and takes pride in delivering exceptional client service.Strittmatter Wealth Management Group is a boutique Registered Investment Advisor based in Fort Worth, Texas, serving high net worth individuals and business owners since 2007. We specialize in retirement planning, investment management, and advanced business planning strategies. As an independent firm, we provide access to alternative investments, private real estate portfolios, and institutional level managers that differentiate us in the marketplace. Our mission is to put clients first while creating rewarding advancement opportunities for our team members.Position DetailsLocation: Fort Worth, TXSchedule: Monday through Thursday 8:00 AM to 5:00 PM, Friday 8:00 AM to 4:00 PMCompensation: $20 to $25 per hour plus performance-based bonusStatus: Full Time, 40 hours per weekBenefits: Medical, Dental, Vision, Disability, Life Insurance, and 401k with matchDress Code: Business ProfessionalJob ResponsibilitiesCustodial account processing including new accounts, transfers, distributions, rollovers, Roth conversions, required minimum distributions, and account maintenanceServe as liaison between clients, advisors, custodians, and third-party providersManage CRM systems, reporting metrics, NAUM tracking, and post meeting workflowsPrepare investment proposals, process trades, and assist with insurance applications and underwriting coordinationSupport advisors with licensing, training coordination, and schedulingHandle administrative functions including phones, mail, scanning, meeting preparation, and event supportAssist with policy updates, research projects, hiring support, and operational documentationJob RequirementsMinimum five years of administrative experienceBachelor's degree preferredStrong operational and multitasking capabilities with exceptional attention to detailExcellent written and verbal communication skillsProfessional judgment and consistent ethical standardsFinancial services experience preferredProficiency with Redtail, VeoOne, Adhesion, eMoney, Riskalyze, Microsoft Office, Google Workspace, RoboForm, Guru, and Precise FP preferred but not requiredWhy Join Us?Competitive salary and comprehensive benefits package, including medical, dental, vision, disability, and life insurance. 401(k) with company match to support your financial future. A professional, collaborative, and growth-oriented work environment.