Wealth Operations Specialist

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 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.