Wealth Management Operations Specialist

Strittmatter Wealth Management Group; Fort Worth (TX); On-site; USD 70,000 - 80,000; Full time

Job summary

Strittmatter Wealth Management Group is seeking a highly organized Operations Specialist to support client account management, documentation, and records accuracy at our Fort Worth, TX office. The ideal candidate has 3–5 years of administrative or operations experience, with strong attention to detail and experience in account management, financial services, or client support.

Proficiency in CRM systems and document management is important.

Qualifications

• 3–5 years of administrative or operations experience, preferably in account management, financial services, or client support.
• Excellent written and verbal English communication skills.
• Strong attention to detail and ability to manage multiple tasks accurately.
• Experience with CRM systems, document management, and online communication tools.
• Professional, reliable, and able to maintain confidentiality with sensitive information.
• Strong problem-solving skills and ability to work independently.
• Must be available to work Monday to Friday, 8 AM – 5 PM CST onsite.

Responsibilities

• Support the full lifecycle of client account management, including new account setup, account maintenance, and transfer processing.
• Coordinate and facilitate 401(k) rollovers and account transfers with accuracy and professionalism.
• Complete and process all required forms and documentation promptly and correctly.
• Maintain thorough and organized tracking of account activities and updates.
• Communicate clearly and professionally with clients and internal teams to ensure all requests are handled efficiently.
• Execute trading or transaction instructions as directed, ensuring compliance with firm policies.
• Record all interactions, updates, and notes accurately in the firm's CRM system.
• Provide general administrative and operational support to the team as needed.

Skills

Administrative experience

Account management

Communication skills

Attention to detail

Confidentiality

Problem solving

Independent work

On-site availability

Tools

CRM systems

Document management

Online communication tools

Job description

We are a financial advisory firm seeking a highly organized and detail-oriented Operations Specialist to support our firm's operations. This role plays a vital part in ensuring a smooth client experience by managing account-related processes, handling documentation, and maintaining accurate records.

The ideal candidate has strong administrative and account management experience, excellent communication skills, and a high level of accuracy when working with forms, client data, and internal systems.

Qualifications / Job Requirements

• At least 3-5 years experience proven administrative or operations experience, preferably in account management, financial services, or client support


• Excellent written and verbal English communication skills


• Strong attention to detail and ability to manage multiple tasks accurately


• Has experience with CRM systems, document management, and online communication tools


• Professional, reliable, and able to maintain confidentiality with sensitive information


• Strong problem-solving skills and ability to work independently


• Must be available to work Monday to Friday, 8 AM - 5 PM CST onsite

Job Responsibilities

• Support the full lifecycle of client account management, including new account setup, account maintenance, and transfer processing


• Coordinate and facilitate 401(k) rollovers and account transfers with accuracy and professionalism


• Complete and process all required forms and documentation promptly and correctly


• Maintain thorough and organized tracking of account activities and updates


• Communicate clearly and professionally with clients and internal teams to ensure all requests are handled efficiently


• Execute trading or transaction instructions as directed, ensuring compliance with firm policies


• Record all interactions, updates, and notes accurately in the firm's CRM system


• Provide general administrative and operational support to the team as needed

Why Strittmatter

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 value 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.

• Long term career-focused company with growth opportunities


• Competitive compensation with performance-based bonuses.


• A professional, collaborative, and growth-oriented work environment.

Salary: $70000 - $80000 per year