About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit
www.wealthenhancement.com
.
The Sr. Operations Associate contributes to the daily administration and troubleshooting of the portfolio accounting/management database. The position will play a key role in the highly visible advisory fee collection process, including being a subject matter expert for the department and advisor teams. In addition, the individual will have a thorough understanding of the quarterly asset management reporting process. The Sr. Operations Associate works internally with Operations and other departments to ensure the accurate and timely set-up and calculation of advisor fees by utilizing the portfolio accounting system account set-up and billing applications. Responsibilities also include assisting with the billing and refund process related to account cancellations and transfers.
This position is a fully remote opportunity. The salary target for this role is $55,000-$70,000, depending on experience.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
Primary Job Functions
Portfolio Accounting
Data entry account attributes in portfolio accounting system, ensuring account data and advisory fee billing specifications are set-up properly
Resolve outstanding tasks in CRM systems
Process requests and troubleshoot advisory fee related items for the Operations department and other internal departments
Support monthly and quarterly billing and/or reporting audits and reviews
Contribute to the monthly fee collection process, along with supporting the quarterly statement generation process as needed
Assist with creating and maintaining department procedures
Provide Internal Department and Advisor Team Support
Provide internal “customer” support, quickly responding to a high volume of time sensitive questions and requests from multiple internal teams
Cross-train in support of other areas of Operations as needed
Other projects and activities as needed
Education/Qualifications
High School degree (or equivalent) required; post high school degree preferred
5 years’ experience in financial services required, preferably in an RIA or Broker/Dealer environment
Experience working with portfolio accounting/management and/or CRM systems (e.g. Salesforce)
Securities and/or Insurance licenses a plus
Strong verbal and written communication
Ability to work independently and in a team
Solid analytical skills; attention to detail
Knowledge and familiarity with Microsoft Office, Excel is required
Ability to adapt to frequently changing processes and procedures while incorporating new processes into the standard workflow
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Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
Training and professional development
Medical and dental coverage
401k – with match and profit sharing
Health care spending and savings accounts
Dependent care spending account
Vision coverage
Wellness programs and resources
Life insurance – employer paid
Short-term and long-term disability – employer paid
Paid Time Off
10 paid holidays each year
Paid parental leave
Tuition reimbursement
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters:
Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.