Front Desk Associate

SWMG

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profile Job Location:

Fort Worth, TX - USA

profile Hourly Salary: USD 15 - 25
Posted on: 08-11-2025
Vacancies: 1 Vacancy

Job Summary

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 youll 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 Mondays to Fridays 8am CST to 5pm 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 here:
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Experience:

IC

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...
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Key Skills

  • Arabic Speaking
  • Administration
  • General Services
  • Billing
  • Import
  • Administration Support

About Company

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A successful financial plan starts with looking at your whole picture, and then putting the right financial pieces in place to work for you.

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