Wealth Operations & Onboarding Associate

Whitley Penn; Texas; Presencial; USD 42 000 - 62 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

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

Resumo da oferta

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.

Qualificações

• 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

Responsabilidades

• 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

Conhecimentos

Organized

Team player

Time management

Discretion

Deadline oriented

Ferramentas

Microsoft Office

Descrição da oferta de emprego

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.