Front Desk Associate at SWMG

We are looking for a professional, friendly, and dependable Front Desk Associate to serve as the welcoming face of our firm. This position is ideal for someone who enjoys creating positive first impressions, maintaining a professional environment, and providing exceptional client service. As the primary point of contact for visitors, clients, and callers, you'll play an essential role in supporting the daily operations of our office.

Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. 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.

• Greet and welcome clients and visitors in a warm, professional manner

• Answer and route phone calls, take accurate messages, and assist with inquiries

• Manage visitor check-ins, appointments, and scheduling needs

• Maintain a clean, organized, and professional reception area

• Assist with administrative tasks including data entry, conference room coordination, and basic office support

• Follow security procedures for visitor authorization

• Provide general support to staff as needed

• High school diploma or GED

• Minimum 10 years experience as a receptionist or administrative assistant in a professional setting

• Proficiency in Microsoft Office, Outlook, Adobe Acrobat, and CRM systems

• Willing to work onsite Mondays to Fridays 8am CST to 5pm CST

• Strong verbal and written communication skills

• Excellent customer service and attention to detail

• Comfortable working independently and collaboratively

• Three professional references are required for this role

• Reliable, personable, and committed to professionalism

To learn more about our values and culture, you may review our company brochure here:
https://strittmatterwealth.com/wp-content/uploads/2024/06/WHY-SWMG-Careers-web_compressed.pdf

And explore our values here:
https://strittmatterwealth.com/about/our-values/