Client Meeting Administrative Assistant

We are seeking a detail oriented and proactive Administrative Assistant to support client meetings, internal operations, and advisor workflows. The ideal candidate is organized, dependable, and able to work both independently and collaboratively.

Responsibilities

Prepare meeting folders, agendas, documents, and supporting materials to ensure our advisors are fully equipped for each client meeting

Coordinate with advisors and internal team members to verify all information is current, accurate, and properly documented

Record and update detailed notes within CRM systems to maintain thorough client records and follow-through

Ensure timely delivery of communications and materials to clients and team members after meetings

Maintain organized digital files for easy access and compliance purposes

Assist with scheduling appointments, confirmations, and reminders to support efficient calendar management

Support internal communication regarding meeting logistics, updates, and documented outcomes to keep the team aligned

Qualifications

Experience in administrative, client service, or support roles

Financial services experience preferred

Strong organizational and communication skills

Ability to manage multiple projects with consistent follow through

Proficiency in Microsoft Office and CRM software

Professional and observes confidentiality

Why Join SWMG

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 stritttmatterwealth .

Collaborative and supportive team environment

Opportunities for professional growth and development

Meaningful work supporting clients and financial advisors

Why Strittmatter Brochure :

To learn more about what Strittmatter has to offer, download our Why Strittmatter For My Career Brochure at :

Job Posted by ApplicantPro