What are the responsibilities and job description for the Accounting Assistant position at SWMG, LLC?
Accounting Assistant - Fort Worth, TX
Location: Fort Worth, TX (Onsite)
Job Type: Full-Time (40 hours per week)
Salary: $20-25/ HR Bonus
Schedule: Monday - Thursday (8 AM - 5 PM), Friday (8 AM - 4 PM)
Dress Code: Business Professional
Benefits: Medical, Dental, Vision, Disability, Life Insurance, 401(k) with Match
Are you a highly organized, detail-oriented individual with a knack for numbers and a drive to excel? Do you thrive in a fast-paced environment where precision and accuracy are paramount? If so, this is your chance to pivot your existing skills as an Accounting Assistant into a rewarding career as a Financial Paraplanner. Your background in accounting has equipped you with the fundamental understanding of financial statements and data analysis-the perfect springboard for success in this role. We'll provide the specialized training to translate your existing strengths into the skills needed to excel as a paraplanner. This is an exceptional opportunity to leverage your analytical abilities and contribute directly to client financial well-being, all while leaving the debits and credits behind!
We are seeking a highly driven and meticulous Accounting Assistant to join our dynamic team. This role is crucial in supporting our financial advisors and providing exceptional service to our clients. If you're a Type A personality who thrives on processes, efficiency, and achieving measurable results, this is your ideal opportunity.
About Us
Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in 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.
Job Responsibilities
Accounting & Administrative Duties:
- Manage and maintain client financial records, compliance files, and CRM databases
- Assist in processing financial transactions, reconciliations, and account updates
- Coordinate with custodians and financial institutions to facilitate account actions
- Maintain an organized filing system for financial documents and administrative records
- Assist with insurance quotes and policy applications
- Monitor and track weekly results, preparing reports for management
- Update internal processes and procedures regularly
- Provide administrative support to the leadership team as needed
Job Duties:
- Utilize financial planning software to input client data, analyze scenarios, and create financial reports
- Prepare comprehensive financial plans and investment recommendations for clients
- Assist in investment research and analysis using proprietary method
- Prepare reports, proposals, and financial illustrations for client meetings
- Take detailed notes during new client meetings and maintain accurate documentation
- Work closely with financial advisors to support client service needs
Job Requirements
- Experience: Minimum 3 years of experience in accounting, financial administration, or financial paraplanner role.
- Education: Bachelor's degree in Accounting, Finance, Financial Planning, or a related field preferred but not necessary. Experience counts!
- Technical Skills: Proficient in Microsoft Office Suite (Word, Excel, Outlook, Teams) and Adobe Acrobat.
- Attention to Detail: Highly organized with the ability to manage multiple projects and meet deadlines.
- Communication: Strong verbal and written communication skills with a professional and courteous demeanor.
- Client Service: Commitment to providing exceptional client support and follow-through.
- Process-Oriented: Must be highly organized, detail-oriented, and able to work in a fast-paced environment.
- References: A minimum of three professional references required.
Software used:
- Outlook email
- Redtail CRM
- Microsoft Office 365 (Word/ Excel/ PowerPoint/ Teams)
- Google Suite (Doc, Sheets, Forms)
- Industry specific software (Morningstar, eMoney, Nitrogen, and Pershing 360)
Mission Statement:
Always putting clients first, helping them realize their wealth dreams, live their purpose, and create a fulfilling legacy. We do this through creating rewarding advancement opportunities for our team so they can achieve their purpose, contribute to the success of many, and make a difference in the lives of our clients and the communities we serve.
Company Goals:
- Grow revenue by 30-50% per year
- Grow sales force by 50% per year
- Expand offering to new verticals each year
- Provide advanced planning strategies to high net worth clients
Company Values:
To Learn more about our company values, go to https://strittmatterwealth.com/about/our-values/
Why Strittmatter Brochure:
To learn more about what Strittmatter has to offer, download our Why Strittmatter For My Career Brochure by CLICKING HERE.
Why Join Us?
- Competitive salary with performance-based bonuses.
- Comprehensive benefits package, including medical, dental, vision, disability, and life insurance.
- 401(k) with company match to support your financial future.
- A professional, collaborative, and growth-oriented work environment.
- Opportunities to expand your financial knowledge and skills in a hybrid accounting and paraplanner role.
We look forward to meeting you!
Salary : $20 - $25
