Investment Operations Specialist - Fort Worth - SWMG

    SWMG
    SWMG Fort Worth

    7 hours ago

    $55,000 - $95,000 (USD) per year *
    Description
    About the job
    We are a financial advisory firm seeking a highly organized and detail-oriented Investment Operations Specialist to support our firm's operations. This role plays a vital part in ensuring a smooth client experience by managing account-related processes, handling documentation, and maintaining accurate records.
    The ideal candidate has strong administrative and account management experience, excellent communication skills, and a high level of accuracy when working with forms, client data, and internal systems.
    Qualifications / Job Requirements
    • 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
    • Has 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
    • Please note that a personality and assessment test is required for this role
    Job Responsibilities
    • 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
    Why Strittmatter
    * This salary range is an estimation made by beBee
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