Investment Operations Analyst

Investment Operations Analyst

Strittmatter Wealth Management Group is seeking an organized and detail‑oriented Operations Administrative Assistant to support our operations. This role ensures a smooth client experience by managing account‑related processes, handling documentation, and maintaining accurate records.

• Proven administrative or operations experience, preferably in account management, financial services, or client support.
• Excellent written and verbal English communication skills.
• Strong attention to detail and ability to manage multiple tasks accurately.
• Experience with CRM systems, document management, and online communication tools.
• Professional, reliable, and able to maintain confidentiality with sensitive information.
• Strong problem‑solving skills and ability to work independently.
• Must be available to work Monday to Friday, 8 AM - 5 PM CST onsite.
• Personality and assessment test required for this role.

• Support the full lifecycle of client account management, including new account setup, account maintenance, and transfer processing.
• Coordinate and facilitate 401(k) rollovers and account transfers with accuracy and professionalism.
• Complete and process all required forms and documentation promptly and correctly.
• Maintain thorough and organized tracking of account activities and updates.
• Communicate clearly and professionally with clients and internal teams to ensure all requests are handled efficiently.
• Execute trading or transaction instructions as directed, ensuring compliance with firm policies.
• Record all interactions, updates, and notes accurately in the firm’s CRM system.
• Provide general administrative and operational support to the team as needed.

Salary: $70,000 – $85,000 per year.

Strittmatter Wealth Management Group is a boutique Registered Investment Advisor located in Fort Worth, TX. We specialize in retirement planning, investment management, and business planning for high‑value clients and business owners.