Office Assistant - Growth Path in Wealth Management

Strittmatter Wealth Management Group; Fort Worth (TX); Presencial; USD 32.000 - 36.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life Insurance

401(k) with match

Business Professional dress code

Descripción de la vacante

Strittmatter Wealth Management Group is seeking an organized Office Assistant to support advisors, coordinate operations, and communicate with clients and partners. This full-time role offers growth within a professional, team-oriented environment and exposure to financial services.

Located in Fort Worth, TX, the position features a Monday–Thursday 8:00 AM–5:00 PM schedule, Friday 8:00 AM–4:00 PM, and a competitive hourly compensation with bonus potential.

Formación

• Minimum 2 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 Microsoft Office applications and Google Workspace.

Responsabilidades

• 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.

Conocimientos

Administrative support

Time management

Communication

Attention to detail

Educación

Bachelor's degree preferred

Herramientas

Microsoft Office

Google Workspace

Descripción del empleo

Strittmatter Wealth Management Group is seeking an organized Office Assistant to support advisors, coordinate operations, and communicate with clients and partners. This full-time role offers growth within a professional, team-oriented environment and exposure to financial services.

Located in Fort Worth, TX, the position features a Monday–Thursday 8:00 AM–5:00 PM schedule, Friday 8:00 AM–4:00 PM, and a competitive hourly compensation with bonus potential.