Office Administrator
Office Administrator
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USD 20 - 25
1 Vacancy
Job Description
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
Are you looking for a place with a purpose a place that feels like family and a place where you can make a difference 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 . 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 Strittmatter Brochure:
To learn more about what Strittmatter has to offer download our Why Strittmatter For My Career Brochure at: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/ 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!
Required Experience:
Unclear Seniority
Employment Type
Full-Time
