WealthTech Operations & Automation Specialist

Strittmatter Wealth Management Group

Fort Worth, TX

JOB DETAILS
SKILLS
Automation, Customer Relationship Management (CRM), Data Quality, Microsoft Excel, Operational Support, Process Improvement, Technical Leadership, Technical Operations, Technical Support, Wealth Management
LOCATION
Fort Worth, TX
POSTED
1 day ago

Strittmatter Wealth Management Group in Fort Worth, Texas, is seeking a Wealth Technology Specialist to support technology operations and enhance advisor workflows. This role focuses on optimizing processes, managing technology platforms, and ensuring data integrity.The ideal candidate will have a Bachelor's degree, 2+ years of experience in operations or technology support, and strong skills in Microsoft Excel and CRM administration. This position offers competitive salary and opportunities for advancement.#J-18808-Ljbffr

About the Company

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Strittmatter Wealth Management Group