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Accounting assistant • fort worth tx
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Administrative Assistant – Fort Worth, TX
Location : Fort Worth, TX (Onsite)
Job Type : Full-Time (40+ hours per week)
Salary : $25-30 / Hr + Bonus
Schedule : Monday - Thursday (8 AM - 5 PM), Friday (8 AM - 4 PM)
Dress Code : Business Professional
Benefits : Medical, Dental, Vision, Disability, Life Insurance, 401(k) with Match
Are you a highly organized, detail-oriented administrative assistant with a passion for precision and a drive to excel? Do you thrive in a fast-paced environment where your contributions directly impact success? If so, this is your chance to break free from routine administrative tasks and embark on a rewarding career path as a Financial Paraplanner.
We are seeking a highly driven and meticulous Administrative Assistant to join our dynamic team. This role is crucial in supporting our financial advisors and providing exceptional service to our clients. If you're a Type A personality who thrives on processes, efficiency, and achieving measurable results , this is your ideal opportunity.
About Us
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.
About the Role :
As a Administrative Assistant or Financial Paraplanner (Trainee), you will play a crucial role in supporting our financial advisors and providing exceptional service to our clients. You will be responsible for :
- Financial Data Analysis : Gathering, organizing, and analyzing client financial data, including income, expenses, assets, and liabilities. You will be expected to master our financial planning software and become proficient in data manipulation and interpretation.
- Plan Preparation : Assisting in the development of comprehensive financial plans, including retirement planning, investment strategies, estate planning, and insurance analysis. This requires a keen eye for detail and the ability to synthesize complex information into actionable recommendations.
- Investment Research : Conducting research on investment products, strategies, and market trends. You will learn to evaluate investment performance and identify opportunities for portfolio optimization.
- Client Communication : Preparing client reports, presentations, and other communication materials. You will interact with clients, answering questions and providing updates on their financial plans.
- Administrative Support : Scheduling meetings, managing correspondence, maintaining client files, scanning, and phones.
- Process Improvement : Identifying opportunities to streamline processes and improve efficiency within the paraplanning workflow. We value your input and encourage you to contribute to our continuous improvement efforts.
Qualifications :
Software used :
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 :
Company Values :
To Learn more about our company values, go to
Why Strittmatter Brochure :
To learn more about what Strittmatter has to offer, download our Why Strittmatter For My Career Brochure by using the link. CLICK HERE
Why Join Us?
We look forward to meeting you!
Job Posted by ApplicantPro