Operations Specialist

Strittmatter Wealth Management Group (SWMG), Fort Worth TX

Job Title - Operations Specialist / Financial Planning and Investment Advisory Office

Full-Time Position

Salary Bonus

Are you looking for a career that you can grow and thrive in and where you can make a difference? Well, look no further. SWMG is a fast-growing financial firm seeking an enthusiastic, detail-oriented individual, who loves getting things done. We are looking for a perfectionist who believes in putting the client first. SWMG is a family-oriented, values-based firm, located in downtown Fort Worth, Texas.

The Operations Specialist position requires attention to detail and strong customer service skills. The ideal candidate is conscientious, dedicated, and comfortable working in a small office environment. We are looking for somebody that will take direction, but also work independently, problem solve and take ownership of projects. Our work environment is steadily paced, relaxed, and enjoyable.

Job Duties and Responsibilities

• Custodian
  • Prepare and process all paperwork, including account opening, transfer of assets, and account changes
  • Process all service requests for existing accounts
  • Process client distribution and contribution requests
  • Troubleshoot account issues, proactively working with custodians, third party providers and clients
  • Process closing accounts
  • Track and monitor account requests in process
  • Maintain client online portals with custodian
• Operations
  • Serve as contact between SWMG, clients, custodians, and third-party providers.
  • Perform weekly service meeting preparation paperwork
  • Process post meeting activities
  • Process check deposits
  • Manage Client Relationship Management (CRM) software
  • Process 401k rollovers
  • Process Roth IRA conversions
  • Process Required Minimum Distributions
  • Prepare new client folders
  • Tracking of New Assets Under Management (NAUM) and New Clients
  • Track assigned business metrics and reporting
  • Assist in new employee hiring and training
  • Write and update policies and procedures
  • Perform research on various topics
  • Prepare for weekly meeting with manager
• Administrative Activities
  • Answer phones
  • Process in and outbound mail
  • Document scanning
  • Meeting scheduling
  • Order office supplies
  • Prepare conference room for meetings
  • Light cleaning
• Trading Activities
  • Enroll, trade, and reallocate investment accounts as recommended
  • Prepare investment proposals
• Insurance Activities
  • Prepare and request new insurance quotes
  • Processing insurance applications
  • Guide clients through underwriting process
• Advisors
  • Provide assistance to advisors where needed
  • Manage advisor licensing and registration
  • Manage new advisor training schedule
• Events
  • Assist in event scheduling and preparation
  • Client and marketing events attendance and assistance
• Other work as needed

Job Requirements

• Minimum of 5 years of administrative/operations experience
• Bachelors' degree preferred but not required
• Detailed oriented
• Exceptional customer service skills
• Excellent written and verbal communication skills
• Highly motivated individual who works well both independently and, on a team
• Experience in the financial services field is a plus
• Demonstratable record of consistent adherence to the highest ethical standards of professional conduct
• We are looking for a superstar with a background in strong operations experience, multitasking, and decision-making skills
• Proficient computer skills, including Microsoft Word, Excel, Outlook, PowerPoint, and Google Docs

Job Details

Dress Code: Business professional

Hours: 8am - 5pm Monday -Thursday & 8am -4pm Friday

Salary plus bonus

Benefits: Medical, Dental, Vision, Disability, Life, 401k, vacation, and sick pay

Software used: Redtail, TD Ameritrade VeoOne, Adhesion, eMoney, Riskalyze, Microsoft office (Excel, Word, PowerPoint), Google Suite (Docs, Sheets, Forms), RoboForm, Guru & Precise FP.

About Us: Strittmatter Wealth Management Group LLC was established in 2007. We are a Registered Investment Advisory Firm specializing in retirement planning and investment management for age 50 . We are located in beautiful downtown Fort Worth, Texas, just a mile from the cosmopolitan 7th street area next to the Trinity River. We are a growing company with the potential for career growth.

Salary : $0