Administrative Operations Assistant | Wealth Management Firm

Posted 2 days ago

swmgFort Worth (TX)

Secretaries and Administrative Assistants, Except Legal, Medical, and Executive Trust, Fiduciary, and Custody Activities

SENIORITY

Mid

SALARY

$20.00 - $25.00 per hour

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About the role

Administrative Operations Assistant 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 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 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: $20 to $25 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:

Custodial account processing including new accounts, transfers, distributions, rollovers, Roth conversions, required minimum distributions, and account maintenance
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
Assist with policy updates, research projects, hiring support, and operational documentation

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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