Office Assistant | Wealth Management Firm
About The Position
Strittmatter Wealth Management Group, LLC is seeking a dependable, highly organized Office Assistant to coordinate essential business operations, support advisors, and maintain effective communication with clients and external partners. This full-time position is based in Fort Worth, Texas, and is scheduled for 40 hours per week: Monday through Thursday from 8:00 AM to 5:00 PM and Friday from 8:00 AM to 4:00 PM. The dress code is business professional. Compensation is $23 to $26 per hour, plus a performance-based bonus. The role offers an opportunity to develop specialized knowledge of the financial services industry and expand responsibilities over time, with potential to advance into an operations-focused role as experience, capabilities, and company needs evolve. The firm describes its environment as professional, collaborative, team-oriented, and growth-oriented. Strittmatter Wealth Management Group, LLC is a boutique Registered Investment Advisor 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. Its investment offerings include alternative investments, private real estate portfolios, and access to institutional managers.
Requirements
- Minimum of 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 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 administrative functions including phones, mail, scanning, meeting preparation, and event support.
Benefits
- Medical insurance.
- Dental insurance.
- Vision insurance.
- Disability insurance.
- Life insurance.
- 401(k) with company match.
- Paid time off.
- Retirement plan.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
