Job Description

Job Description

Job Description

SWMG

Title: Administrative Assistant

Job Details
Time : Full Time Position with expected 40 hours per week in the downtown Fort Worth office
Salary and bonus - $20-$25/hr plus bonus
Dress Code : Business Professional
Hours: Monday-Thursday: 8am-5pm & Friday: 8am-4pm
Benefits: Medical, Dental, Vision, Disability, Life, PTO, 401k with match

Are you looking for a place with a purpose , a place that feels like family , and a place where you can make a differenc e? If yes, read keep reading...

Fast growing financial planning and investment firm is looking for an Administrative Assistant . This extraordinary person would be extremely personable, charming, and detail oriented. They should exhibit the highest integrity and a reputation for putting the client first. This career path offers career growth potential . Strittmatter Wealth offers an Administrative Assistant to Operations Assistant Career Path or Paraplanner Assistant Career Path unmatched in the industry.

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

Job Duties and Responsibilities

• Personal assistant to CEO
• Primary person to answer phones in a professional manner and route calls as necessary
• Primary backup to the Front Desk Receptionist/Hospitality Greeter
• Prepare for Client Meetings
• Complete Daily Meeting Prep Checklist and turn into the manager daily
• Check Calendar every morning for meeting times
• Coordinate with Front Desk Receptionist
• Prepare Cookies - Check client CRM for drink preferences
• Ensure conference room is clean and prepped for each meeting
• Process inbound/outbound mail, checks, etc.
• Copying, scanning, labeling and electronically filing documents
• Maintain client records within CRM database (Redtail)
• Interface with clients, team members, business partners and vendors
• Maintain and organize office supply room
• Cleaning and assembling of items as needed per Manager
• Routine bathroom checks & cleaning as necessary to maintain professional appearance
• Vacuum hallways and Conference rooms at close of day
• Kitchen trash and any other trash or boxes taken out to dumpster
• Decorate for Staff Birthdays
• Write and update job duties' checklist and instructions
• Complete other requests and projects as needed

Requirements:

• High school diploma or GED required
• Minimum 3 years' experience in as an administrative assistant or equivalent in a professional setting
• Proficient in Microsoft Office & Windows (Word, Excel, Outlook) and Adobe Acrobat
• Experience using Client Relationship Management (CRM) software
• Experience in the financial or accounting industry preferred
• Three (3) professional references

Skills Necessary:

• Strong attention to detail with the ability to work independently while embracing team collaboration
• Strong phone skills
• Demonstrate superior customer service at all times
• Ability to manage multiple projects at once with consistent follow-through
• Displays exemplary professional communication skills (verbal and written)
• Commitment to provide high-quality work both to internal and external partners
• Must be professional, courteous and dependable
• Strong interpersonal and relationship building skills

Software used:

• Outlook email
• Redtail CRM
• Microsoft Office (Word/ Excel/ PowerPoint)
• Microsoft Teams
• Industry specific software (Morningstar, eMoney and Pershing 360)

Schedule your interview today! Visit for more information.

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