Oracle database administrator serp_jobs.h1.location_city

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 differenc e 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 :

Skills Necessary :

Software used :

Mission Statement :

Company Goals :

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

We look forward to meeting you!

Required Experience :

Unclear Seniority

Key Skills

Office Manager Experience,Microsoft Office,Data Entry,Microsoft Outlook,Microsoft Word,QuickBooks,Office Experience,Microsoft Excel,Filing,Administrative Experience,Microsoft Outlook Calendar,Bookkeeping

Employment Type : Full-Time

Experience : years

Vacancy : 1

Hourly Salary Salary : 20 - 25