Administrative Operations Assistant | Wealth Management Firm

SWMGFort Worth, TX

$20 - $25 / hour

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Overview

Remote

On-site

Compensation

$20-$25/hour

Job Description

Are you looking for a long-term career where you can grow, contribute meaningfully, and be part of a high performing team? Strittmatter Wealth Management Group, LLC is seeking a driven, detail oriented Administrative Operations Assistant to join our Operations Apprenticeship program. This full-time role is ideal for a professional who thrives in a structured environment, values precision, and takes pride in delivering exceptional client service.Strittmatter Wealth Management Group is a boutique Registered Investment Advisor based in Fort Worth, Texas, serving high net worth individuals and business owners since 2007. We specialize in retirement planning, investment management, and advanced business planning strategies. As an independent firm, we provide access to alternative investments, private real estate portfolios, and institutional level managers that differentiate us in the marketplace. Our mission is to put clients first while creating rewarding advancement opportunities for our team members.Position DetailsLocation: Fort Worth, TXSchedule: Monday through Thursday 8:00 AM to 5:00 PM, Friday 8:00 AM to 4:00 PMCompensation: $20 to $25 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 ProfessionalJob ResponsibilitiesCustodial account processing including new accounts, transfers, distributions, rollovers, Roth conversions, required minimum distributions, and account maintenance

Serve as liaison between clients, advisors, custodians, and third-party providers

Manage CRM systems, reporting metrics, NAUM tracking, and post meeting workflows

Prepare investment proposals, process trades, and assist with insurance applications and underwriting coordination

Support advisors with licensing, training coordination, and scheduling

Handle administrative functions including phones, mail, scanning, meeting preparation, and event support

Assist with policy updates, research projects, hiring support, and operational documentation

Job RequirementsMinimum five 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 Redtail, VeoOne, Adhesion, eMoney, Riskalyze, Microsoft Office, Google Workspace, RoboForm, Guru, and Precise FP preferred but not required

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.

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FAQs About Administrative Operations Assistant | Wealth Management Firm Jobs at SWMG

What is the work location for this position at SWMG?

This job at SWMG is located in Fort Worth, TX, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at SWMG?

Candidates can expect a pay range of $20–$25 per hour for this role.

What employment applies to this position at SWMG?

The employer has not provided this information. This may be discussed during the hiring process.

What is the process to apply for this position at SWMG?

You can apply for this role at SWMG either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.