Executive Virtual Assistant | Data Entry and Scheduling

Job Overview

We are seeking a highly organized and detail-oriented Executive Virtual Assistant to support our Scheduling and Appointment Setting Manager with data entry, appointment scheduling, and administrative tasks.

This role is ideal for someone with excellent English communication skills, strong attention to detail, and the ability to manage information accurately while supporting scheduling operations and ensuring appointments are properly documented and coordinated

About Strittmatter Wealth Management Group

Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, Texas

Since 2007, we have specialized in retirement planning, investment management, and business planning for high-net-worth individuals, retirees, and business owners

We are committed to providing an exceptional client experience through organized processes, efficient operations, and a professional, collaborative team.

Job Responsibilities

Enter and update prospect information, contact details, and appointment records in the firm's systems

Assist with inputting and organizing information required for appointment scheduling and calendar management

Maintain accurate records of scheduled appointments, confirmations, and follow-up activities

Assist with scheduling, rescheduling, confirmations, and reminders as directed by the Scheduling and Appointment Setting Manager

Review information for accuracy and completeness and correct discrepancies when necessary

Perform administrative tasks related to appointment setting, data entry, and scheduling operations

Communicate professionally with internal team members to ensure scheduling information is accurate and up to date

Qualifications

3+ years of experience in virtual assistance, data entry, administrative support, scheduling, or a related role

Excellent written and verbal English communication skills

Strong attention to detail and accuracy when entering and managing information

Good organizational skills and ability to manage repetitive tasks consistently

Proficiency in Microsoft Office, Google Workspace, and online scheduling tools

Experience with CRM systems, GoHighLevel (preferred), appointment scheduling platforms, or calendar management tools preferred

Ability to follow established processes

Reliable internet connection and a suitable remote work environment

Willing to work as an Independent Contractor

Must be available to work within business hours, Central Time, Monday to Friday, 8 AM–5 PM

Compensation

$5–$7 USD per hour with PTOs and paid holidays

Why Join Strittmatter

• Gain experience supporting scheduling and appointment setting operations within a professional wealth management firm
• Work closely with an experienced manager and collaborative team
• Develop skills in CRM management, scheduling coordination, and administrative operations
• Remote work opportunity