Wealth Operations Associate

Whitley Penn; Fort Worth, Dallas (TX, TX); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical Insurance

Dental and Vision Insurance

Paid Holidays

PTO

401(k) with Profit Sharing

Discretionary Bonus Program

Health & Wellness Program

Pet Insurance

Job summary

Whitley Penn is seeking an Operations Associate to join the WPWealth team in a fully in-office role in Fort Worth or Dallas. You will prepare and process new account paperwork, interact with custodians, and maintain client data in Orion and Wealthbox.

The position emphasizes accuracy, confidentiality, and teamwork in a fast-paced financial services setting. The role requires 18+ months of operations experience in financial services, excellent communication, and strong Microsoft Office skills.

Qualifications

• Organized, self-motivated with initiative and attention to detail.
• Ability to work well in teams and fast-paced environments.
• 18+ months of operations/service experience in financial services or related industry.
• Excellent computer skills with intermediate to advanced MS Office.
• Discretion and ability to handle confidential information.

Responsibilities

• Prepare and process new account and service paperwork.
• Communicate with custodians to resolve client issues and follow up on documentation.
• Input client data into Orion and Wealthbox.
• Handle internal operations tracking and reporting.
• Assist with onboarding and enrollment material for qualified plan business.
• Serve as a contact for retirement plan participants via calls, emails, and mail.

Skills

Organized

Teamwork

Cross-collaboration

Operations experience

Financial services exposure

Microsoft Office

Discretion

Communication skills

Open office environment

Tools

Orion

Wealthbox

Job description

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for an Operations Associate to join our WPWealth team.

The Operations Associate provides administrative support and services to our clients and advisors. An Operations Associate will thoroughly learn the firm’s processes and procedures and complete operational tasks as requested to maintain an efficient and professional department. Performance is evaluated based on the quality of work, application of operations knowledge, and ability to meet time constraints.

Whitley Penn has become one ofthe fastestgrowing public accounting firms by providingexceptional, personalizedservice that reaches far beyond traditional accounting.In addition toAudit and Taxsolutions, we offer awiderange of Advisoryand Consulting services. Weworkin collaborative teams with an emphasis onan open-door policy,entrepreneurial thinking, and awell-builtculture.At Whitley Penn, welearn, innovate, andachieveby sharing knowledge, embracingnew ideas, and working together.We’relooking for professionals who think likeowners and want to bepart of shaping a high-growth firm.

Title: Operations Associate

Classification: Full-time; Non-Exempt

Department: WPWealth

Location: Fort Worth or Dallas

Office Expectations/Hours: Fully in-office position; general work schedule is Monday – Friday, 8 hours/day between 8am to 5pm with overtime, as needed.

What You Will Do

• Responsible for preparing and processing new account and service paperwork, including new account applications, distribution forms, transfer requests, letters of instruction, address changes, etc.
• Communicate with custodians to resolve client issues and follow up on documentation sent to ensure proper completion.
• Gather, organize, and input client data into Orion, Wealthbox
• Internal operations tracking and reporting
• Support our qualified plan business by assisting with new plan on-boarding, preparation of enrollment material and scheduling of annual plan reviews
• Serve as a contact for retirement plan participants by answering telephone calls, emails, and incoming mail questions
• Learn and adapt to service needs of various clients to answer day-to-day questions
• Quickly develop knowledge of forms and account procedures to assist clients

What You Need to Get Here

• Organized, self-motivated, with initiative and desire to succeed.
• Ability to work well in teams and in fast-paced, cross-collaborative environments
• At least 18 months of operations and/or service experience in financial services or related industry
• Excellent computer skills with intermediate to advanced knowledge of Microsoft Office applications
• Ability to be discreet and maintain confidential information at all times
• Professional verbal and written communication skills with a strong attention to detail
• Comfortable working in an open office environment
• Share our passion for excellence, positive attitude, and genuine care for others

Why Whitley Penn

Our total rewardsareincrediblycompetitive. We work hard and recharge so that we can be our best selves for our clients.Exploresome of our benefits below:

• Firm Paid Medical Insurance(Free Employee Only Coverage on 2 of 3 plans)
• Voluntary Dental and Vision Insurance
• 17 Annual Firm holidays, with extended breaks around July 4 th and year end
• 15 Days PTO for Non-Exempt Team Members
• Paid Maternity and Parental Leave
• 401(k) with Profit Sharing
• Discretionary Bonus Program
• Health & Wellness Program
• Pet Insurance

Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0 . All employment is decided on the basis of qualifications, merit, and business need.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.