About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our Falls Church, VA Team is looking for a Part-Time Team Operations Associate to work roughly 12 hours per week with a flexible, hybrid schedule. The Team Operations Associate will support activities related to the administration of the new account process, document management, mail support and other responsibilities within the Advisor office.

The hourly target for this role is $20.00 to $27.00/hr depending on experience.

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

• Administration of inter-office mail and employee mailboxes

  • Receive, open, sort, distribute incoming mail

  • Prep, meter outgoing mail

• Order receipt, fulfillment, and inventory of office supplies

• Order and maintain inventory of kitchenette & beverage supplies

• Document Management support

  • Generate cover pages/submit documents to broker/dealer for imaging

  • Log, archive, and retrieve documents

• Maintain incoming receipt log and expense reports

• Account maintenance

  • Scheduling

  • Establish new client accounts into CRM database

  • Networking direct business accounts

• Generate, merge, and mail client welcome letters

• Support administration of the process exchanging data between Portfolio Accounting and CRM databases.

• Support New Business Processing as needed

• Other data entry, project and administrative support as needed

Educations / Qualifications

• 4-year degree preferred with 2+ years office/reception experience

• Friendly, outgoing, positive attitude

• Professional appearance; voice and interaction with customers

• Excellent oral and written communication skills

• Ability to work with all levels of staff and management

• Ability to prioritize work flow and projects; work in a deadline environment and be flexible

• Detail oriented

• Good working knowledge of Word, Excel, Outlook, and PowerPoint

• Ability to work as a Team Member

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the individual contributor level is $42,500.00 to $63,750.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

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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. As a part-time employee, you may participate in the following benefits & development opportunities:

• Training and professional development

• 401k with match and profit sharing

• Pet insurance

• Wellness programs and resources, worker’s compensation

• 18 days of paid time off (PTO), accrued annually – pro-rated for part-time employees

• 12 paid holidays each year (10 pre-determined and 2 floating days) – pro-rated for part-time employees

• Paid parental leave and paid caregiver leave – pro-rated for part-time employees (Caregiver leave available after 6 months of tenure )

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Part-Time employees working 30 or more hours per week are also eligible for:

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability – employer paid

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. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.