Operations Administrative Assistant

SWMG

Job Title: Operations Administrative Assistant

Subtitle: Operations Administrative Assistant

Full Time: Expected 40+ hours per week in the Fort Worth office

Compensation: $20-$30 per hour (based on experience) plus annual bonus

Hours: Monday thru Friday: 9am-5pm / Tuesday & Thursday Evenings As Needed

Benefits: Medical, Dental, Vision, Disability, Life, 401k with match

Dress Code: Business Professional

Are you someone who thrives in a fast-paced, growth-oriented environment? Do you have a passion for organization, client service, and making things run smoothly behind the scenes? If so, we want to meet you.

We are a rapidly growing financial planning and investment management firm committed to delivering exceptional service and trusted guidance to our clients. We are currently seeking an Operations Administrative Assistant-an extraordinary individual who is personable, detail-oriented, and passionate about supporting a team dedicated to client success.

This career offers competitive pay, bonuses, benefits, career growth and a great team to back you up.

Job Duties and Responsibilities

• Custodian
  • Prepare and process all paperwork, including account opening, transfer of assets, and account changes
  • Process all service requests for existing accounts
  • Process client distribution and contribution requests
  • Troubleshoot account issues, proactively working with custodians, third party providers and clients
  • Process closing accounts
  • Track and monitor account requests in process
  • Maintain client online portals with custodian
• Operations
  • Serve as contact between SWMG, clients, custodians, and third-party providers.
  • Perform weekly service meeting preparation paperwork
  • Process post meeting activities
  • Process check deposits
  • Manage Client Relationship Management (CRM) software
  • Process 401k rollovers
  • Process Roth IRA conversions
  • Process Required Minimum Distributions
  • Prepare new client folders
  • Tracking of New Assets Under Management (NAUM) and New Clients
  • Track assigned business metrics and reporting
  • Assist in new employee hiring and training
  • Write and update policies and procedures
  • Perform research on various topics
  • Prepare for weekly meeting with manager
• Administrative Activities
  • Answer phones
  • Process in and outbound mail
  • Document scanning
  • Meeting scheduling
  • Order office supplies
  • Prepare conference room for meetings
  • Light cleaning
• Trading Activities
  • Enroll, trade, and reallocate investment accounts as recommended
  • Prepare investment proposals
• Insurance Activities
  • Prepare and request new insurance quotes
  • Processing insurance applications
  • Guide clients through underwriting process
• Advisors
  • Provide assistance to advisors where needed
  • Manage advisor licensing and registration
  • Manage new advisor training schedule
• Events
  • Assist in event scheduling and preparation
  • Client and marketing events attendance and assistance
• Other work as needed

Job Requirements

• Minimum of 5+ years of administrative/operations experience
• Bachelors' degree preferred but not required
• Detailed oriented

• Exceptional customer service skills

• Excellent written and verbal communication skills
• Highly motivated individual who works well both independently and, on a team

• Experience in the financial services field is a plus
• Demonstratable record of consistent adherence to the highest ethical standards of professional conduct

• We are looking for a superstar with a background in strong operations experience, multitasking, and decision-making skills

• Proficient computer skills, including Microsoft Word, Excel, Outlook, PowerPoint, and Google Docs

Software used:

• Redtail,
• Pershing
• Charles Schwab
• VeoOne,
• Adhesion,
• eMoney,
• Riskalyze,
• Microsoft office (Excel, Word, PowerPoint)
• Microsoft Teams
• Google Suite (Docs, Sheets, Forms)
• RoboForm
• Guru
• Precise FP

Why Strittmatter? Strittmatter Wealth Management Group, LLC (SWMG) is a boutique financial planning and investment firm located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning. 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. For more information about our firm visit We look forward to meeting you.