Administrative Operations Assistant | Wealth Management Firm

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. 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.

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 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, 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 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 ResponsibilitiesServe 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 supportJob 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. 

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