Overview
test Administrative Assistant Jobs in Washington, DC at Ingleside at Rock Creek
SWMG
Job Title: Operations Administrative Assistant
Subtitle: Operations Administrative Assistant
Full Time: Expected 40+ hours per week in the Fort Worth office
Compensation: $20-$30 per hour (based on experience) plus annual bonus
Hours: Monday thru Friday: 9am-5pm / Tuesday & Thursday Evenings As Needed
Benefits: Medical, Dental, Vision, Disability, Life, 401k with match
Dress Code: Business Professional
Are you someone who thrives in a fast-paced, growth-oriented environment? Do you have a passion for organization, client service, and making things run smoothly behind the scenes? If so, we want to meet you!
We are a rapidly growing financial planning and investment management firm committed to delivering exceptional service and trusted guidance to our clients. We are currently seeking an Operations Administrative Assistant-an extraordinary individual who is personable, detail-oriented, and passionate about supporting a team dedicated to client success.
This career offers competitive pay, bonuses, benefits, career growth and a great team to back you up.
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
Software used:
Redtail,
Pershing
Charles Schwab
VeoOne,
Adhesion,
eMoney,
Riskalyze,
Microsoft office (Excel, Word, PowerPoint)
Microsoft Teams
Google Suite (Docs, Sheets, Forms)
RoboForm
Guru
Precise FP
Why Strittmatter? Strittmatter Wealth Management Group, LLC (SWMG) is a boutique financial planning and investment firm located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. For more information about our firm visit stritttmatterwealth.com. We look forward to meeting you!
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Title: test Administrative Assistant
Company: Ingleside at Rock Creek
Location: Washington, DC
