Virtual Administrative Assistant

Virtual Administrative Assistant

Other working titles: Virtual Assistant - Operations Support

We are seeking a highly organized and detail-oriented Virtual Administrative Assistant 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
• Please note that a personality and assessment test is required for this role

Job Responsibilities

• Support the full lifecycle of client account management, including new account setup, account maintenance, and transfer processing
• Coordinate and facilitate 401(k) rollovers and account transfers with accuracy and professionalism
• Complete and process all required forms and documentation promptly and correctly
• Maintain thorough and organized tracking of account activities and updates
• Communicate clearly and professionally with clients and internal teams to ensure all requests are handled efficiently
• Execute trading or transaction instructions as directed, ensuring compliance with firm policies
• Record all interactions, updates, and notes accurately in the firm's CRM system
• Provide general administrative and operational support to the team as needed

For Indeed to include:

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.

• Competitive Pay
• W2 Employment (Contractor)
• Opportunity for Career Advancement

Why Join Us

To learn more about us and why you should join our team, download our brochure: strittmatterwealth/wp-content/uploads/2024/06/WHY-SWMG-Careers-web_compressed.pdf

Job Title: Virtual Assistant - Administrative and Operations Support

We are seeking a highly organized Virtual Assistant to support our financial advisory firm with administrative and operational tasks. This includes preparing documents for daily client service meetings, processing post-meeting tasks, managing new account paperwork, and maintaining accurate CRM records. Strong attention to detail, timely task execution, and confidentiality are essential.

Job Requirements

• Available Monday-Friday, 8 AM - 5 PM CST
• Excellent communication skills in English (native speaker or professional proficiency)
• Experience in account management or administrative operations
• Strong data entry accuracy and ability to follow compliance-driven processes
• Experience handling CRMs preferred

Responsibilities

• Prepare and organize meeting materials daily
• Process post-meeting follow-up tasks promptly
• Complete and properly file new account paperwork
• Maintain organized and confidential recordkeeping

How to Apply

Please share a short video introduction telling us about your experience and skills through your proposal. You can use Zoom, Stream, Teams, Loom, or any other video recording service you have. - Send to