Administrative Operations Assistant | Wealth Management Firm

Strittmatter Wealth Management Group, LLC.; Fort Worth (TX); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401k with match

Job summary

Strittmatter Wealth Management Group, LLC in Fort Worth, TX is seeking a driven Administrative Operations Assistant to join our Operations Apprenticeship program. This full-time role emphasizes precision, client service, and the ability to thrive in a structured team environment.

Responsibilities include serving as liaison between clients and advisors, managing CRM systems and reporting, preparing investment proposals, supporting licensing and scheduling, and handling general office duties.

Qualifications

• Minimum five years of administrative experience.
• Bachelor's degree preferred.
• Strong operational and multitasking capabilities with exceptional attention to detail.
• Excellent written and verbal communication skills.
• Professional judgment and consistent ethical standards.

Responsibilities

• 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.

Skills

Attention to detail

Communication skills

Multitasking

Operational excellence

Professional judgment

Education

Bachelor's degree preferred

Tools

Redtail

VeoOne

Adhesion

eMoney

Riskalyze

Microsoft Office

Google Workspace

RoboForm

Guru

Precise FP

Job description

Are you looking for a long-term career where you can grow, contribute meaningfully, and be part of a high performing team? Strittmatter Wealth Management Group, LLC is seeking a driven, detail oriented Administrative Operations Assistant to join our 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, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers.

Position Details

• Location: Fort Worth, TX
• Schedule: Monday through Thursday 8:00 AM to 5:00 PM, Friday 8:00 AM to 4:00 PM
• Compensation: $20 to $25 per hour plus performance-based bonus
• Status: Full Time, 40 hours per week
• Benefits: Medical, Dental, Vision, Disability, Life Insurance, and 401k with match
• Dress Code: Business Professional

Job Responsibilities

• 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

Job Requirements

• Minimum five years of administrative experience
• Bachelor's degree preferred
• Strong operational and multitasking capabilities with exceptional attention to detail
• Excellent written and verbal communication skills
• Professional judgment and consistent ethical standards
• Financial services experience preferred
• Proficiency with Redtail, VeoOne, Adhesion, eMoney, Riskalyze, Microsoft Office, Google Workspace, RoboForm, Guru, and Precise FP preferred but not required

Why Join Us?

Competitive salary and comprehensive benefits package, including medical, dental, vision, disability, and life insurance. 401(k) with company match to support your financial future. A professional, collaborative, and growth-oriented work environment.