Wealth Operations Associate

Whitley Penn; Texas; On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Free Employee Medical Insurance (on 2/

Voluntary Dental and Vision Insurance

17 Annual Firm holidays

15 Days PTO for Non-Exempt Team

Paid Maternity and Parental Leave

401(k) with Profit Sharing

Discretionary Bonus Program

Health & Wellness Program

Pet Insurance

Job summary

Whitley Penn in the United States is seeking a WPWealth Operations Associate to support administrative tasks for clients and advisors. This full-time, non-exempt role focuses on learning firm processes, processing account paperwork, and maintaining efficient operations within the WPWealth department.

Based in Fort Worth or Dallas, the position is fully in-office with a Monday–Friday schedule from 8am to 5pm, and occasional overtime.

Qualifications

• At least 18 months of operations and/or service experience in financial services or related industry.
• Organized, self-motivated, with initiative and desire to succeed.
• Ability to work well in teams and in fast-paced, cross-collaborative environments.
• Excellent computer skills with intermediate to advanced knowledge of Microsoft Office applications
• Able to maintain confidential information at all times

Responsibilities

• Prepare and process new account and service paperwork, including new account applications and related forms.
• Communicate with custodians to resolve client issues and follow up on documentation.
• Gather, organize, and input client data into Orion and Wealthbox systems.
• Internal operations tracking and reporting for WPWealth.
• Support plan onboarding and enrollment materials and scheduling of annual plan reviews

Skills

Organized

Team player

Time management

Discretion

Deadline oriented

Tools

Microsoft Office

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 WPWealth 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 of the fastest growing public accounting firms by providing exceptional, personalized service that reaches far beyond traditional accounting. In addition to Audit and Tax solutions, we offer a wide range of Advisory and Consulting services. We work in collaborative teams with an emphasis on an open-door policy, entrepreneurial thinking, and a well-built culture. At Whitley Penn, we learn, innovate, and achieve by sharing knowledge, embracing new ideas, and working together. We’re looking for professionals who think like owners and want to be part of shaping a high-growth firm.

Position Details

• Job Title: WPWealth 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

• At least 18 months of operations and/or service experience in financial services or related industry
• Organized, self-motivated, with initiative and desire to succeed.
• Ability to work well in teams and in fast-paced, cross-collaborative environments
• 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
• Excellent time management
• Share our passion for excellence, positive attitude, and genuine care for others

Why Whitley Penn

Benefits

• 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 4th 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.