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Investment Operations & Accounts Specialist

Strittmatter Wealth Management Group

Strittmatter Wealth Management Group in Fort Worth, TX seeks an Investment Operations Specialist to manage client accounts, handle documentation, and maintain accurate records for a smooth client experience. The role requires 3–5 years of admin or operations experience, strong English communication, attention to detail, and proficiency with CRM systems and document management; on-site Mon–Fri 8 AM–5 PM CST. #J-18808-Ljbffr Strittmatter Wealth Management Group

Vacancy posted 4 days ago
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