Executive Assistant
4 weeks ago
We are seeking a highly skilled and experienced Receptionist to join our team at Strittmatter Wealth Management Group, LLC (SWMG). As a key member of our team, you will be responsible for providing exceptional customer service, managing front desk operations, and supporting our financial planning and investment services.
Key Responsibilities- Manage incoming calls, greet clients, and route calls accordingly
- Perform light cleaning duties, including trash removal, vacuuming, and maintaining restrooms
- Prepare and serve refreshments for client meetings
- Handwrite thank-you, birthday, anniversary, and get-well cards daily
- Prepare folders for meetings and seminars
- Perform data entry, copying, scanning, labeling, and electronic filing of documents
- Maintain office supplies and place orders
- Write and update policies and procedures weekly
- Complete trackers weekly
- Perform other administrative tasks as needed
- High school diploma or equivalent required
- Minimum 10 years of experience as a receptionist, administrative assistant, or equivalent in a professional setting
- Proficient in Microsoft Office and Windows, including Word, Excel, Outlook, and Adobe Acrobat
- Experience using Client Relationship Management (CRM) software
- Three professional references
- United States citizenship
- Excellent communication and interpersonal skills
- Strong attention to detail and ability to work independently
- Strong phone skills and ability to manage multiple projects simultaneously
- Superior customer service skills
- Ability to maintain confidentiality and handle sensitive information
- Proficient in industry-specific software, including Morningstar, eMoney, and Pershing 360
Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We specialize in retirement planning, investment management, and business planning for high-net-worth clients and business owners. Our mission is to enrich, educate, and advance our clients' lives by providing quality investment and planning advice.
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