Strittmatter Wealth Management Group
Front Desk Associate
Strittmatter Wealth Management Group, Fort Worth, Texas, United States, 76102
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Front Desk Associate
role at
Strittmatter Wealth Management Group
We are looking for a professional, friendly, and dependable Front Desk Associate to serve as the welcoming face of our firm. This position is ideal for someone who enjoys creating positive first impressions, maintaining a professional environment, and providing exceptional client service. As the primary point of contact for visitors, clients, and callers, you'll play an essential role in supporting the daily operations of our office.
About The Company 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.
Job Responsibilities
Greet and welcome clients and visitors in a warm, professional manner
Answer and route phone calls, take accurate messages, and assist with inquiries
Manage visitor check‑ins, appointments, and scheduling needs
Maintain a clean, organized, and professional reception area
Assist with administrative tasks including data entry, conference‑room coordination, and basic office support
Follow security procedures for visitor authorization
Provide general support to staff as needed
Requirements
High school diploma or GED
Minimum 10 years experience as a receptionist or administrative assistant in a professional setting
Proficiency in Microsoft Office, Outlook, Adobe Acrobat, and CRM systems
Willing to work onsite Monday through Friday, 8 a.m. CST to 5 p.m. CST
Strong verbal and written communication skills
Excellent customer service and attention to detail
Comfortable working independently and collaboratively
Three professional references are required for this role
Reliable, personable, and committed to professionalism
To learn more about our values and culture, you may review our company brochure: https://strittmatterwealth.com/wp-content/uploads/2024/06/WHY-SWMG-Careers-web_compressed.pdf
Explore Our Values Here: https://strittmatterwealth.com/about/our-values/
Salary: $15 - $25 per hour
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Front Desk Associate
role at
Strittmatter Wealth Management Group
We are looking for a professional, friendly, and dependable Front Desk Associate to serve as the welcoming face of our firm. This position is ideal for someone who enjoys creating positive first impressions, maintaining a professional environment, and providing exceptional client service. As the primary point of contact for visitors, clients, and callers, you'll play an essential role in supporting the daily operations of our office.
About The Company 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.
Job Responsibilities
Greet and welcome clients and visitors in a warm, professional manner
Answer and route phone calls, take accurate messages, and assist with inquiries
Manage visitor check‑ins, appointments, and scheduling needs
Maintain a clean, organized, and professional reception area
Assist with administrative tasks including data entry, conference‑room coordination, and basic office support
Follow security procedures for visitor authorization
Provide general support to staff as needed
Requirements
High school diploma or GED
Minimum 10 years experience as a receptionist or administrative assistant in a professional setting
Proficiency in Microsoft Office, Outlook, Adobe Acrobat, and CRM systems
Willing to work onsite Monday through Friday, 8 a.m. CST to 5 p.m. CST
Strong verbal and written communication skills
Excellent customer service and attention to detail
Comfortable working independently and collaboratively
Three professional references are required for this role
Reliable, personable, and committed to professionalism
To learn more about our values and culture, you may review our company brochure: https://strittmatterwealth.com/wp-content/uploads/2024/06/WHY-SWMG-Careers-web_compressed.pdf
Explore Our Values Here: https://strittmatterwealth.com/about/our-values/
Salary: $15 - $25 per hour
#J-18808-Ljbffr