Intern/Admin
Company:
Strittmatter Wealth Management Group
Location:
Fort Worth, TX, USA
Job Posted:
30+ days ago

Intern/Admin

Administrative Assistant Needed / Part-Time / Financial Planning & Investment Firm

Job Summary

Financial planning firm in need of an administrative assistant. Part-time (8-5, Monday & Wednesday and Friday 8-4), 26 hours per week). Located in downtown Fort Worth, TX; Upper-West Side

Pay and Benefits
W4 employee
$10 hourly
As position grows there is opportunity to advance
Responsibilities and Duties
Prepare account paperwork accurately (new account, distribution/contribution requests, etc.) and follow up with clients and sponsor companies as needed
Prepare for client meetings and reviews, including the preparation of reports, proposals and financial illustrations. Some scheduling may be required
Maintain effective working relationships with clients by assisting with their requests and account actions to completion
Maintain client records, CRM database, and compliance files
Interface with team members, broker/dealer, fund companies, custodians, and insurance companies
Other assignments, as needed
Qualifications And Skills
High school diploma or GED required; Associates or Bachelor’s degree a plus
Minimum 3 years' experience in as an administrative assistant or equivalent in a professional setting
Proficient in Microsoft Office & Windows (Word, Excel, Outlook) and with Adobe Acrobat
Strong attention to detail with the ability to work independently while embracing team collaboration
Highly organized
Displays exemplary professional communication skills, verbal and written
Must be professional, courteous, and dependable
Excellent client service skills
Ability to manage multiple projects at once with consistent follow-through
Commitment to provide high-quality work both to internal and external partners
Ability to meet deadlines
Minimum 3 professional references required
Process driven and results oriented
Ability to work well in a fast-paced environment
Background check required
Ability to work legally in the United States
About Us

Strittmatter Wealth Management Group, LLC was established in 2007. We are located in downtown Fort Worth and work with high net worth clients to provide financial planning and investment management. We are a fast growing company with potential for career growth.

Strittmatter Wealth Management Group, LLC was established in 2007. We are a fast-growing family oriented, Christian based firm specializing in retirement planning and investment management for the age 50+ baby boomers. Located in beautiful downtown Fort Worth, Texas, just a mile from the cosmopolitan 7th street area next to the Trinity River.
Seniority level
Entry level
Employment type
Part-time
Job function
Administrative
Industries
Financial ServicesInvestment ManagementAccounting
101 Summit Ave, Fort Worth, TX 76102-2620, United States

Intern, Admin, Administrative Assistant