Administrative Operations Assistant | Wealth Management Firm

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 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
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
Bachelors 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.

Required Experience:

Junior IC