Hybrid Administrative Assistant bei SWMG, LLC

Title: Administrative Assistant

Sub Title: Administrative Assistant Operations Apprenticeship

• Job Details
• Positions: Administrative Assistant
• Location: Fort Worth, TX
• Time: Full Time with expected 40+ hours per week
• Pay: $20-$30 per hour plus bonus
• Hours: Monday Through Thursday 8:00am to 5pm, Friday 8am to 4pm
• Benefits: Medical, Dental, Vision, Disability, Life, 401k with match
• Dress Code: Business Professional
• Request: If interested, please email an introduction video stating why you are interested in the position as well as your resume to [email protected].

Are you looking for a career that you can grow and thrive in and where you can make a difference? Well, look no further. SWMG is a fast-growing financial firm seeking an enthusiastic, detail-oriented individual, who loves getting things done. We are looking for a perfectionist who believes in putting the client first. SWMG is a family-oriented, Christian values-based firm, located in Fort Worth, Texas.

The Operations Apprenticeship position requires attention to detail and strong customer service skills. The ideal candidate can balance speed with accuracy and being a professional multi-tasker. We are looking for somebody that will take direction, but also work independently, problem solve and take ownership of projects. Our work environment is steadily paced, relaxed, and enjoyable.

Why Strittmatter? Strittmatter 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-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

• Custodian
• Prepare and process all paperwork, including account opening, transfer of assets, and account changes
• Process all service requests for existing accounts
• Process client distribution and contribution requests
• Troubleshoot account issues, proactively working with custodians, third party providers and clients
• Process closing accounts
• Track and monitor account requests in process
• Maintain client online portals with custodian
• Operations
• Serve as contact between SWMG, clients, custodians, and third-party providers.
• Perform weekly service meeting preparation paperwork
• Process post meeting activities
• Process check deposits
• Manage Client Relationship Management (CRM) software
• Process 401k rollovers
• Process Roth IRA conversions
• Process Required Minimum Distributions
• Prepare new client folders
• Tracking of New Assets Under Management (NAUM) and New Clients
• Track assigned business metrics and reporting
• Assist in new employee hiring and training
• Write and update policies and procedures
• Perform research on various topics
• Prepare for weekly meeting with manager
• Administrative Activities
• Answer phones
• Process in and outbound mail
• Document scanning
• Meeting scheduling
• Trading Activities
• Enroll, trade, and reallocate investment accounts as recommended
• Prepare investment proposals
• Insurance Activities
• Prepare and request new insurance quotes
• Processing insurance applications
• Guide clients through underwriting process
• Advisors
• Provide assistance to advisors where needed
• Manage advisor licensing and registration
• Manage new advisor training schedule
• Events
• Assist in preparation
• Client and marketing events attendance and assistance
• Other work as needed

Job Requirements

• Minimum of 5+ years of administrative experience
• Bachelors' degree preferred but not required
• Detailed oriented
• Exceptional customer service skills
• Excellent written and verbal communication skills
• Highly motivated individual who works well both independently and, on a team
• Experience in the financial services field is a plus
• Demonstrable record of consistent adherence to the highest ethical standards of professional conduct
• We are looking for a superstar with a background in strong operations experience, multitasking, and decision-making skills

Software used:

• Redtail
• VeoOne
• Adhesion
• eMoney
• Riskalyze
• Microsoft office (Excel, Word, PowerPoint, Teams)
• Google Suite (Docs, Sheets, Forms)
• RoboForm
• Guru
• Precise FP

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 salary 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!