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Sr. Operations Associate (Remote Work Option)

Wealth Enhancement Group

Wealth Enhancement Group

Plymouth, MN, USA
Posted on Tuesday, April 4, 2023

Job Description:

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

Portfolio Accounting

  • 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

  • Vision coverage

  • 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

  • Tuition reimbursement


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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