Administrative Operations Pro | Growth Path & 401k Match

Strittmatter Wealth Management Group; 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 (SWMG) in Fort Worth, TX, seeks an Administrative Operations Assistant for its Operations Apprenticeship program. This full-time role emphasizes precision and exceptional client service in a structured, professional setting.

The firm specializes in retirement planning, investment management, and business planning for high-net-worth clients. Requirements include five years of admin experience and a bachelor’s degree preference; the job offers 40 hours

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

Administrative experience

Attention to detail

Written communication

Verbal communication

Professional judgment

Education

Bachelor's degree

Tools

Redtail

VeoOne

Adhesion

eMoney

Riskalyze

Microsoft Office

Google Workspace

RoboForm

Guru

Precise FP

Job description

Strittmatter Wealth Management Group, LLC (SWMG) in Fort Worth, TX, seeks an Administrative Operations Assistant for its Operations Apprenticeship program. This full-time role emphasizes precision and exceptional client service in a structured, professional setting.

The firm specializes in retirement planning, investment management, and business planning for high-net-worth clients. Requirements include five years of admin experience and a bachelor’s degree preference; the job offers 40 hours