Wealth Management Operations Specialist
Compensation
$70k – $80k /yr
Employment type
Full-time
Work setting
On-site
Location
Fort Worth, TX
Schedule
Day shift
Posted
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Job overview
The Wealth Management Operations Specialist role is an onsite position located in Fort Worth, TX. Compensation is $70,000 - $80,000 per year, and this role supports the operations team at Strittmatter Wealth Management Group. This role exists to ensure a smooth client experience by managing account-related processes, documentation, and internal systems. The specialist contributes to the firm's goals by maintaining accurate records and facilitating efficient account management.
What you'll do
- Supports client account lifecycle including setup, maintenance, and transfers.
- Coordinates 401(k) rollovers.
- Processes forms and documentation.
- Tracks account activities.
- Communicates with clients and internal teams.
- Executes trading instructions.
- Records notes in CRM.
What we're looking for
- Skills & competencies
- full-timeday shiftfort worth txwealth managementoperationsfinancial servicescrmaccount managementonsiteprofessional
- Work arrangement
- Weekend coverage required
Benefits & perks
- Competitive compensation, performance-based bonuses
Why this role
Boutique firm environment, focus on alternative investments, and long-term career growth.
About the employer
SWMG is hiring for this role. Industry: Administrative Management and General Management Consulting Services. Sector: 54.
Additional details
- Industry sector
- 54
- Industry
- Administrative Management and General Management Consulting Services
- Occupation code
- 43-9199.00
You'll be redirected to the employer's application page.
Listing ID: b918e1a5-7d20-44f5-9bb6-2cf2bc0bc36c