Office Assistant | Wealth Management Firm

SWMG; Fort Worth (TX); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) with company match

Paid time off

Retirement plan

Job summary

Strittmatter Wealth Management Group, LLC in Fort Worth, TX is seeking an Office Assistant to coordinate operations, support advisors, and maintain professional communication with clients and external partners. This full-time role offers growth and lasting career development in a boutique wealth management environment.

You will manage CRM, assist with licensing, training, scheduling, and handle phones, mail, and meeting prep.

Qualifications

• 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.

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

Communication skills

Attention to detail

Professional judgment

Ethics

Financial services experience

Education

Bachelor's degree preferred

Tools

Microsoft Office

Google Workspace

Job description

Want to be part of a team where your work is valued and your potential matters? Build your career with an established wealth management firm that values professionalism, operational excellence, and long-term team development.

This position offers the opportunity to develop your skills and expand your responsibilities over time, with the potential to advance into an operations-focused role within the firm as your experience, capabilities, and the company's needs evolve.

Strittmatter Wealth Management Group, LLC is looking for a dependable, highly organized Office Assistant to help coordinate essential business operations, support advisors, and maintain effective communication with clients and external partners. This full-time position offers the opportunity to develop specialized knowledge of the financial services industry while contributing to a professional, team-oriented organization. With comprehensive benefits and opportunities to expand your skills, you can build a meaningful career in an environment focused on sustained performance and professional growth.

About Us

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: $23 to $26 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

• 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

Job Requirements

• 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

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.

Benefits:

• 401(k) matching

• Health insurance

• Life insurance

• Paid time off

• Retirement plan

• Vision insurance