Senior Operations & Office Services Specialist

Wealth Enhancement Group, LLC; Plymouth (MN); On-site; USD 36,000 - 40,000; Full time

Benefits offered by this job

Medical benefits

HSA plan

Paid time off

401k with match

Job summary

Wealth Enhancement Group, LLC in Plymouth, MN, is seeking a Senior Operations & Advisor Team Office Services Associate to support mailroom, office services, records management, and new-business processing for the Operations department and remote advisor teams. This on-site role emphasizes accuracy, confidentiality, and timely service.

The position serves as a subject matter resource for assigned processes, helps improve efficiency, and assists with training and onboarding of new teammates while

Qualifications

• Detail-oriented with experience handling confidential, regulated materials.
• Experience in operations, document management, or admin services.
• Ability to learn AI tools and adapt to new systems.
• Strong MS Office skills and comfort with firm-specific software.

Responsibilities

• Deliver timely, accurate operational support across teams.
• Process mailroom and office services tasks per procedures and guidelines.
• Manage documents and records with indexing and quality checks.
• Support new-business documentation and vendor/custodian processes.
• Provide data-entry and project support; assist training of new staff.

Skills

Attention to detail

Time management

Organizational skills

Communication skills

Team collaboration

Education

High school diploma

Associate degree preferred

Tools

Laserfiche

CRM platforms

Broker-dealer imaging tools

Mail meters

Shipping applications

Job description

Wealth Enhancement Group, LLC in Plymouth, MN, is seeking a Senior Operations & Advisor Team Office Services Associate to support mailroom, office services, records management, and new-business processing for the Operations department and remote advisor teams. This on-site role emphasizes accuracy, confidentiality, and timely service.

The position serves as a subject matter resource for assigned processes, helps improve efficiency, and assists with training and onboarding of new teammates while