meeting coordinator ( Administrative Assistant)SWMG Philippines

We are seeking a detail oriented and proactive Administrative Assistant to support client meetings, internal operations, and advisor workflows. The ideal candidate is organized, dependable, and able to work both independently and collaboratively.ResponsibilitiesPrepare meeting folders, agendas, documents, and supporting materials to ensure our advisors are fully equipped for each client meeting
Coordinate with advisors and internal team members to verify all information is current, accurate, and properly documented
Record and update detailed notes within CRM systems to maintain thorough client records and follow-through
Ensure timely delivery of communications and materials to clients and team members after meetings
Maintain organized digital files for easy access and compliance purposes
Assist with scheduling appointments, confirmations, and reminders to support efficient calendar management
Support internal communication regarding meeting logistics, updates, and documented outcomes to keep the team alignedQualificationsExperience in administrative, client service, or support roles
Financial services experience preferred
Strong organizational and communication skills
Ability to manage multiple projects with consistent follow through
Proficiency in Microsoft Office and CRM software
Professional and observes confidentialityWhy Join SWMGStrittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown 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. 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. For more information about our firm visit stritttmatterwealth.com.Collaborative and supportive team environmentOpportunities for professional growth and developmentMeaningful work supporting clients and financial advisorsWhy Strittmatter Brochure:To learn more about what Strittmatter has to offer, download our Why Strittmatter For My Career Brochure at:Job Posted by ApplicantPro
SWMG Philippines

Manila City, Metro Manila
US$5.00-7.00 per hour
Permanent
Full-time