Office Assistant | Wealth Management Firm

SWMG•Fort Worth, TX

3d•Onsite

About The Position

Strittmatter Wealth Management Group, LLC (SWMG), a boutique Registered Investment Advisor in Fort Worth, Texas, is seeking a dependable, highly organized Office Assistant to coordinate essential business operations, support advisors, and maintain effective communication with clients and external partners. The full-time role offers the opportunity to develop specialized knowledge of financial services and expand responsibilities over time, with potential to advance into an operations-focused role as experience, capabilities, and company needs evolve. SWMG has operated since 2007 and specializes in retirement planning, investment management, and business planning for high-net-worth clients and business owners. The firm offers investment options including alternative investments, private real estate portfolios, and access to institutional managers. 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., 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 among clients, advisors, custodians, and third-party providers.
Handle administrative duties and 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.