Wealth Operations Associate

Discover Your Potential at Whitley Penn • Ft Worth, TX

2d • Onsite

About The Position

Whitley Penn is seeking an Operations Associate to provide administrative support and services to WPWealth clients and advisors. The associate will learn the firm’s processes and procedures and complete operational tasks to help maintain an efficient, professional department. Performance is evaluated based on work quality, application of operational knowledge, and ability to meet time constraints.

This is a fully in-office position in the Fort Worth or Dallas office. The general schedule is Monday through Friday, eight hours per day between 8 a.m. and 5 p.m., with overtime as needed. The role supports client and advisor operations, account paperwork, qualified-plan administration, and participant inquiries.

Requirements

• At least 18 months of operations and/or service experience in financial services or a related industry.
• Organized, self-motivated, and able to take initiative, with a desire to succeed.
• Ability to work well on teams and in fast-paced, cross-collaborative environments.
• Excellent computer skills and intermediate to advanced knowledge of Microsoft Office applications.
• Ability to handle confidential information discreetly.
• Professional verbal and written communication skills and strong attention to detail.
• Comfort working in an open-office environment.
• Excellent time-management skills.
• Positive attitude, commitment to excellence, and genuine care for others.

Responsibilities

• Prepare and process new-account and service paperwork, including applications, distribution forms, transfer requests, letters of instruction, and address changes.
• Communicate with custodians to resolve client issues and follow up on documentation to ensure proper completion.
• Gather, organize, and enter client data into Orion and Wealthbox.
• Perform internal operations tracking and reporting.
• Support qualified-plan business by assisting with new-plan onboarding, preparing enrollment materials, and scheduling annual plan reviews.
• Answer telephone calls, emails, and incoming mail questions from retirement-plan participants.
• Adapt to the service needs of various clients and respond to day-to-day questions.
• Develop knowledge of forms and account procedures to assist clients.

Benefits

• Firm-paid medical insurance, including free employee-only coverage on two of three plans.
• Voluntary dental and vision insurance.
• 17 annual firm holidays, with extended breaks around July 4 and year-end.
• 15 days of PTO for non-exempt team members.
• Paid maternity and parental leave.
• 401(k) with profit sharing.
• Discretionary bonus program.
• Health and wellness program.
• Pet insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed