Senior Operations & Office Services Specialist

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

Benefits offered by this job

Health insurance

401k with match

Paid time off

Paid holidays

Tuition reimbursement

Job summary

Wealth Enhancement Group in Plymouth, MN is seeking a Senior Operations & Advisor Team Office Services Associate to support mailroom, document management, and new-business processing. This on-site role emphasizes accuracy, confidentiality, and process improvement within the Operations department.

Key functions include mail handling, records management, CRM/document management integration, and training of new staff, with a starting hourly rate of 26–29 USD depending on experience and a

Qualifications

• High school diploma or equivalent required; associate degree or other postsecondary education preferred.
• Two or more years of experience in operations, document management, administrative services, financial services, or related environments preferred.
• Experience with Laserfiche, CRM platforms, custodian systems, broker-dealer imaging tools, mail meters, or shipping applications is a plus.
• Demonstrated ability to train colleagues or serve as a process resource is preferred.

Responsibilities

• Collaborate with Operations and advisor teams to deliver timely, accurate operational support.
• Administer interoffice mail and employee mailboxes, prepare outgoing mail and shipments.
• Scan, index and archive documents; ensure metadata accuracy and proper indexing.
• Process new-business documentation and maintain logs for checks and regulatory compliance.
• Provide data-entry, project support, and assist with onboarding of new team members.

Job description

Wealth Enhancement Group in Plymouth, MN is seeking a Senior Operations & Advisor Team Office Services Associate to support mailroom, document management, and new-business processing. This on-site role emphasizes accuracy, confidentiality, and process improvement within the Operations department.

Key functions include mail handling, records management, CRM/document management integration, and training of new staff, with a starting hourly rate of 26–29 USD depending on experience and a