Wealth Management Office Specialist

Strittmatter Wealth Management Group, LLC.; 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

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.