Investment Operations Specialist

About the job

We are a financial advisory firm seeking a highly organized and detail-oriented Investment Operations Specialist to support our firm's operations. This role plays a vital part in ensuring a smooth client experience by managing account-related processes, handling documentation, and maintaining accurate records.

The ideal candidate has strong administrative and account management experience, excellent communication skills, and a high level of accuracy when working with forms, client data, and internal systems.

Qualifications / Job Requirements

• Proven administrative or operations experience, preferably in account management, financial services, or client support
• Excellent written and verbal English communication skills
• Strong attention to detail and ability to manage multiple tasks accurately
• Has experience with CRM systems, document management, and online communication tools
• Professional, reliable, and able to maintain confidentiality with sensitive information
• Strong problem-solving skills and ability to work independently
• Must be available to work Monday to Friday, 8 AM - 5 PM CST onsite
• Please note that a personality and assessment test is required for this role

Job Responsibilities

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 value 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 Posted by ApplicantPro