Administrative Operations Assistant | Wealth Management Firm
$23 - $26 per hourSWMG
Job Description
Job Description
Are 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. 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, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers.
Position Details
Location: Fort Worth, TX
Schedule: Monday through Thursday 8:00 AM to 5:00 PM, Friday 8:00 AM to 4:00 PM
Compensation: $23 to $26 per hour plus performance-based bonus
Status: Full Time, 40 hours per week
Benefits: Medical, Dental, Vision, Disability, Life Insurance, and 401k with match
Dress Code: Business Professional
Job Responsibilities
Serve as liaison between clients, advisors, custodians, and third-party providers
Manage CRM systems, reporting metrics, NAUM tracking, and post meeting workflows
Prepare investment proposals, process trades, and assist with insurance applications and underwriting coordination
Support advisors with licensing, training coordination, and scheduling
Handle administrative functions including phones, mail, scanning, meeting preparation, and event support
Job Requirements
Minimum five years of administrative experience
Bachelor's degree preferred
Strong operational and multitasking capabilities with exceptional attention to detail
Excellent written and verbal communication skills
Professional judgment and consistent ethical standards
Financial services experience preferred
Proficiency with Redtail, VeoOne, Adhesion, eMoney, Riskalyze, Microsoft Office, Google Workspace, RoboForm, Guru, and Precise FP preferred but not required
Why 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.
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