Administrative Assistant | Wealth Management Firm

SWMG•Fort Worth, TX

3d•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 is based in Fort Worth, Texas, and is scheduled Monday through Thursday from 8:00 a.m. to 5:00 p.m. and Friday from 8:00 a.m. to 4:00 p.m. Compensation is $23 to $26 per hour, plus a performance-based bonus. The dress code is business professional. The position offers opportunities to develop specialized knowledge of financial services, expand responsibilities over time, and potentially advance into an operations-focused role as experience, capabilities, and company needs evolve. Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, Texas. Established in 2007, the firm specializes in retirement planning, investment management, and business planning for high-net-worth clients and business owners. As an independent investment firm, it offers investment options including alternative investments, private real estate portfolios, and access to institutional managers.

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.
Handle administrative duties and help keep 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.