Sr. Operations Associate (Remote Work Option)
Wealth Enhancement Group
About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 75 offices nationwide and are rapidly expanding through organic growth and acquisition.
Our mission is to work together to improve our clients’ lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we’re looking for like-minded individuals to join our team.
We are seeking an Sr. Operations Associate. This role contributes to the daily administration of the portfolio accounting/management database. The position will support the quarterly asset management reporting and fee collection process and plays a key role in this highly visible process.
The salary target for this role is $45K - $55K depending on experience; this position is also eligible for an annual corporate bonus.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
Primary Job Functions
Data entry account attributes in portfolio accounting system, ensuring data feed connectivity to custodian/data aggregators.
Resolve outstanding tasks in CRM systems
Process requests for system access for internal users and portfolio accounting portal
Support quarterly audits and reviews
Contribute to quarterly statement generation and fee collection process as needed
Provide Internal Department and Advisor Team Support
Provide internal “customer” support, quickly responding to a high volume of time sensitive questions and requests from multiple internal teams.
Cross-train in support of other areas of Operations as needed
Other projects and activities as needed
0-2 years’ experience in financial services required, preferably in an RIA or Broker/Dealer environment
Experience working with portfolio accounting/management and/or CRM systems preferred
High School degree (or equivalent) required; post high school degree preferred
Securities and/or Insurance licenses a plus
Strong Verbal and written communication
Ability to work independently and in a team
Solid analytical skills; attention to detail
Knowledge and familiarity with Microsoft Office, Excel is required
Salesforce experience is preferred
Office equipment (phone, fax, PC, copier)
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
Training and professional development
Medical and dental coverage
401k – with match and profit sharing
Health care spending and savings accounts
Dependent care spending account
Wellness programs and resources
Life insurance – employer paid
Short-term and long-term disability – employer paid
Paid Time Off
10 paid holidays each year
Paid parental leave
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans.
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