Strittmatter Wealth Management Group
Investment Operations Analyst
Strittmatter Wealth Management Group, Fort Worth, Texas, United States, 76102
Investment Operations Analyst
Strittmatter Wealth Management Group is seeking an organized and detail‑oriented Operations Administrative Assistant to support our operations. This role ensures a smooth client experience by managing account‑related processes, handling documentation, and maintaining accurate records.
Qualifications & Job Requirements
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.
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.
Personality and assessment test required for this role.
Job Responsibilities
Support 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.
Benefits & Salary Salary:
$70,000 – $85,000 per year.
Strittmatter Wealth Management Group is a boutique Registered Investment Advisor located in Fort Worth, TX. We specialize in retirement planning, investment management, and business planning for high‑value clients and business owners.
#J-18808-Ljbffr
Qualifications & Job Requirements
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.
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.
Personality and assessment test required for this role.
Job Responsibilities
Support 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.
Benefits & Salary Salary:
$70,000 – $85,000 per year.
Strittmatter Wealth Management Group is a boutique Registered Investment Advisor located in Fort Worth, TX. We specialize in retirement planning, investment management, and business planning for high‑value clients and business owners.
#J-18808-Ljbffr