Operations Administrative Assistant

3 days ago

Manila, National Capital Region, Philippines Strittmatter Wealth Management Group Full time ₱40,000 - ₱60,000 per year

We are a financial advisory firm seeking a highly organized and detail-oriented Operations Administrative Assistant 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
  • Willing to transition to onsite work in the future
  • 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

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.

  • Operations and Administrative Assistant

    2 weeks ago

    Manila, National Capital Region, Philippines ASCEND INDUSTRIAL SUPPLIES Full time ₱18,000 - ₱19,500 per year

    FOR IMMEDIATE HIRINGOPERATIONS AND ADMIN ASSISTANTAn Operations Administrative Assistant supports the smooth and efficient operations of a team in the operations side of the company. You will be responsible for providing administrative and clerical support. The role requires great organizational skills, attention to detail, and the ability to handle multiple...

  • Affiliate & Operations Assistant

    1 week ago

    Manila, National Capital Region, Philippines Simple Assistant Group Full time ₱40,000 - ₱80,000 per year

    *Only candidates withAFFILIATE MARKETING experiencewill be considered. Please do not apply if you do not have affiliate marketing experience.Position:Affiliate & Operations AssistantWork Structure:Remote, Full-TimeWorking Hours:Monday - Friday, 8AM - 5 PM (UK Time Zone)Salary:$800 USD per month (non-negotiable)Employment Type: Independent Contractor...

  • Administrative & Operations Assistant

    3 days ago

    Manila, National Capital Region, Philippines BruntWork Full time ₱900,000 - ₱1,200,000 per year

    This is a remote position. Schedule: Monday to Friday, 11:00 AM – 3:00 PM (NZ time) Total Weekly Hours: 20 HoursOur client is looking for a reliable and detail-oriented Administrative & Operations Assistant to support daily business operations. The ideal candidate will possess strong organizational skills, keen attention to detail, and the ability to...

  • Operations Administrative Assistant

    2 weeks ago

    Manila, National Capital Region, Philippines Cambridge University Press & Assessment Full time ₱28,000 - ₱36,000 per year

    Salary:Php 28,000 to 36,000- Location:Manila- Country:Philippines- Business Unit:Technology- Vacancy Type:Permanent- Closing Date:3 October 2025Meet the recruiterHannah HeraduraOperations Administrative AssistantInternal Title: Business Operations AssistantWork setup: We operate in a hybrid work environment, and we encourage applicants who are open to...

  • General Virtual Assistant

    1 week ago

    Manila, National Capital Region, Philippines Wing Assistant Full time ₱1,200,000 - ₱2,400,000 per year

    Please whitelist the domains "" and "" with your email provider to make sure you get our emails.Disclaimer: This is a generic job description for the position stated below. Actual tasks and tools will be discussed further when you reach the final interview stage. Please ensure you apply for the right job based on your location and experience. We prioritize...

  • Executive Assistant to Director

    1 week ago

    Manila, National Capital Region, Philippines Wing Assistant Full time ₱40,000 - ₱60,000 per year

    Key Responsibilities:Maintained and organized the director's calendar, scheduling meetings, and appointments, and coordinating with various stakeholders.Act as a primary point of contact for internal and external communications, manage emails, and phone calls, and ensure effective communication on behalf of the executive.Arrange and plan travel itineraries,...

  • General Virtual Assistant

    1 week ago

    Manila, National Capital Region, Philippines Wing Assistant Full time ₱1,200,000 - ₱2,400,000 per year

    Please whitelist the domains "" and "" with your email provider to make sure you get our emails.Disclaimer: This is a generic job description for the position stated below. Actual tasks and tools will be discussed further when you reach the final interview stage. Please ensure you apply for the right job based on your location and experience. We prioritize...

  • General Virtual Assistant

    1 week ago

    Manila, National Capital Region, Philippines Wing Assistant Full time ₱564,000 per year

    Please whitelist the domains "" and "" with your email provider to make sure you get our emails.Disclaimer: This is a generic job description for the position stated below. Actual tasks and tools will be discussed further when you reach the final interview stage. Please ensure you apply for the right job based on your location and experience. We prioritize...

  • Senior Executive Assistant

    1 week ago

    Manila, National Capital Region, Philippines Wing Assistant Full time ₱1,800,000 - ₱2,400,000 per year

    Company Overview Wing Assistant is the world's most exclusive provider of elite executive assistants. We connect top-tier talent with the world's most influential leaders, including Fortune 500 CEOs, celebrities, and public figures. Our mission is to empower our clients to achieve more by providing them with world-class support and delegation expertise. ...

  • Senior Executive Assistant

    1 week ago

    Manila, National Capital Region, Philippines Wing Assistant Full time ₱600,000 - ₱960,000 per year

    Company OverviewWing Assistant is the world's most exclusive provider of elite executive assistants. We connect top-tier talent with the world's most influential leaders, including Fortune 500 CEOs, celebrities, and public figures. Our mission is to empower our clients to achieve more by providing them with world-class support and delegation expertise.We...