Operations Specialist | Investment Firm

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

Bachelor's Degree in Accounting or Finance, preferred

Experience in processing 401k rollovers and account transfers preferred

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

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

Hourly Rate: $8-$10USD per hour

Why Strittmatter

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 value 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.

• Paid Time Off
• Fully remote Opportunity

Proven administrative or operations experience, preferably in account management or financial services; excellent English communication; Bachelor's degree in Accounting or Finance preferred; experience with CRM systems and document management; must work Monday-Friday 8AM-5PM CST.

Key Responsibilities

• managing client accounts
• processing transfers
• maintaining records

Skills & Tools

CRM

Job Details

• Category: Business Operations
• Seniority: Entry Level
• Commitment: Full Time
• Workplace: Remote — Manila, National Capital Region, Philippines
• Salary: USD 16,640 – 20,800 / year
• Languages: English

Benefits

• Generous paid time off

About SWMG Philippines

A boutique Registered Investment Advisor specializing in retirement planning, investment management, and business planning for high-value clients. — Industry: Finance