Executive Assistant

4 weeks ago


Fort Worth, Texas, United States SWMG, LLC Full time
Job Summary

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
Requirements
  • 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
Skills and Qualifications
  • 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
About SWMG, LLC

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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