SWMG, LLC
SWMG
Title: Office Administrator
Job Details
Time : Full Time Position with expected 40 hours per week in the downtown Fort Worth office
Pay & 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
Request : If interested, please email an introduction video stating why you are interested in the position as well as your resume to careers@strittmatterwealth.com.
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)
Mission Statement:
Always putting clients first, helping them realize their wealth dreams, live their purpose, and create a fulfilling legacy. We do this through creating rewarding advancement opportunities for our team so they can achieve their purpose, contribute to the success of many, and make a difference in the lives of our clients and the communities we serve.
Company Goals:
Grow revenue by 30-50% per year
Grow sales force by 50% per year
Expand offering to new verticals each year
Provide advanced planning strategies to high net worth clients
Company Values:
To Learn more about our company values, go to https://strittmatterwealth.com/about/our-values/
Why Strittmatter Brochure:
To learn more about what Strittmatter has to offer, download our Why Strittmatter For My Career Brochure at: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://strittmatterwealth.com/wp-content/uploads/2024/06/WHY-SWMG-Careers-web_compressed.pdf
Why Join Us?
Competitive compensation with performance-based bonuses.
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.
We look forward to meeting you!
Title: Office Administrator
Job Details
Time : Full Time Position with expected 40 hours per week in the downtown Fort Worth office
Pay & 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
Request : If interested, please email an introduction video stating why you are interested in the position as well as your resume to careers@strittmatterwealth.com.
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)
Mission Statement:
Always putting clients first, helping them realize their wealth dreams, live their purpose, and create a fulfilling legacy. We do this through creating rewarding advancement opportunities for our team so they can achieve their purpose, contribute to the success of many, and make a difference in the lives of our clients and the communities we serve.
Company Goals:
Grow revenue by 30-50% per year
Grow sales force by 50% per year
Expand offering to new verticals each year
Provide advanced planning strategies to high net worth clients
Company Values:
To Learn more about our company values, go to https://strittmatterwealth.com/about/our-values/
Why Strittmatter Brochure:
To learn more about what Strittmatter has to offer, download our Why Strittmatter For My Career Brochure at: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://strittmatterwealth.com/wp-content/uploads/2024/06/WHY-SWMG-Careers-web_compressed.pdf
Why Join Us?
Competitive compensation with performance-based bonuses.
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.
We look forward to meeting you!