Administrative Assistant – Wealth Management (Growth & Benefits)

Strittmatter Wealth Management Group; Fort Worth (TX); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Life insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Strittmatter Wealth Management Group, LLC, a boutique Registered Investment Advisor in Fort Worth, TX, is seeking an Administrative Assistant to support advisors, coordinate operations, and maintain clear client communication. You will handle calendar management, client correspondence, document preparation, and office organization to ensure efficient service delivery.

This full-time role offers growth toward more operations-focused responsibilities, opportunities to expand skills in the

Qualifications

• Minimum 2 years of administrative experience.
• Bachelor's degree preferred.
• Strong operational and multitasking capabilities with attention to detail.
• Excellent written and verbal communication skills.
• Professional judgment and ethical standards.
• Financial services experience preferred.
• Proficiency with Microsoft Office and Google Workspace.

Responsibilities

• Serve as 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.

Skills

Administrative experience

Attention to detail

Communication skills

Multitasking

Education

Bachelor's degree preferred

Tools

Microsoft Office

Google Workspace

Job description

Strittmatter Wealth Management Group, LLC, a boutique Registered Investment Advisor in Fort Worth, TX, is seeking an Administrative Assistant to support advisors, coordinate operations, and maintain clear client communication. You will handle calendar management, client correspondence, document preparation, and office organization to ensure efficient service delivery.

This full-time role offers growth toward more operations-focused responsibilities, opportunities to expand skills in the