Administrative Assistant | Wealth Management Firm

SWMG•Fort Worth, TX

4d•$23 - $26•Onsite

About The Position

Strittmatter Wealth Management Group, LLC is seeking a dependable, highly organized Administrative Assistant to coordinate essential business operations, support advisors, and maintain effective communication with clients and external partners. This full-time role offers the opportunity to develop specialized knowledge of the financial services industry and expand skills and responsibilities over time, with potential advancement into an operations-focused role as experience, capabilities, and the firm's needs evolve. The firm is a boutique Registered Investment Advisor located in Fort Worth, Texas, in business since 2007. It specializes in retirement planning, investment management, and business planning for high-net-worth clients and business owners. The position is scheduled Monday through Thursday from 8:00 AM to 5:00 PM and Friday from 8:00 AM to 4:00 PM, for 40 hours per week. Compensation is $23 to $26 per hour plus a performance-based bonus. The dress code is business professional.

Requirements

At least 2 years of administrative experience.
Strong operational and multitasking capabilities with exceptional attention to detail.
Excellent written and verbal communication skills.
Professional judgment and consistent ethical standards.
Proficiency with Microsoft Office applications and Google Workspace.

Nice To Haves

Bachelor's degree preferred.
Financial services experience preferred.

Responsibilities

Serve as a liaison between clients, advisors, custodians, and third-party providers.
Perform administrative duties while keeping the workplace organized and clean.
Manage CRM systems, reporting metrics, NAUM tracking, and post-meeting workflows.
Support advisors with licensing, training coordination, and scheduling.
Handle phones, mail, scanning, meeting preparation, and event support.