Wealth Management Operations Specialist

SWMGFort Worth, TX

Apply with Sonara

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.¹

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

Overview

Remote

On-site

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 RequirementsAt 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 ResponsibilitiesSupport 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 StrittmatterStrittmatter 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.

Job Posted by ApplicantPro

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

Apply with Sonara Apply manually

FAQs About Wealth Management Operations Specialist 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?

Employer has not shared pay details 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.