Administrative Assistant | Wealth Management Firm

SWMG•Fort Worth, TX

1d•$23 - $26•Onsite

About The Position

Strittmatter Wealth Management Group, LLC, a boutique Registered Investment Advisor in Fort Worth, Texas, is seeking a driven, detail-oriented Administrative Assistant. The firm has operated since 2007 and specializes in retirement planning, investment management, and business planning for high-net-worth clients and business owners. It offers investment options including alternative investments, private real estate portfolios, and access to institutional managers. This is a full-time, 40-hour-per-week role in a structured, professional environment. The schedule is Monday through Thursday, 8:00 a.m. to 5:00 p.m., and Friday, 8:00 a.m. to 4:00 p.m. The position pays $23 to $26 per hour, plus a performance-based bonus. The dress code is business professional. Benefits include medical, dental, vision, disability, and life insurance, as well as a 401(k) with company match.

Requirements

At least five 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.

Nice To Haves

Bachelor's degree preferred.
Financial services experience preferred.
Experience with Redtail, VeoOne, Adhesion, eMoney, Riskalyze, Microsoft Office, Google Workspace, RoboForm, Guru, and Precise FP preferred but not required.

Responsibilities

Serve as a liaison between clients, advisors, custodians, and third-party providers.
Handle administrative duties and keep the workplace organized and clean.
Prepare investment proposals, process trades, and assist with insurance applications and underwriting coordination.
Support advisors with licensing, training coordination, and scheduling.
Handle phones, mail, scanning, meeting preparation, and event support.