Administrative Operations Assistant | Wealth Management Firm
About The Position
Strittmatter Wealth Management Group, LLC is seeking a driven, detail-oriented Administrative Operations Assistant to join their 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. They specialize in retirement planning, investment management, and advanced business planning strategies. As an independent firm, they provide access to alternative investments, private real estate portfolios, and institutional level managers that differentiate them in the marketplace. Their mission is to put clients first while creating rewarding advancement opportunities for their team members.
Requirements
- Minimum 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
- Proficiency with Redtail, VeoOne, Adhesion, eMoney, Riskalyze, Microsoft Office, Google Workspace, RoboForm, Guru, and Precise FP preferred but not required
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
Benefits
- Medical
- Dental
- Vision
- Disability
- Life Insurance
- 401k with match
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
