Wealth Operations Associate

Whitley Penn•University Park, TX

4d•Onsite

About The Position

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 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.

Requirements

Organized, self-motivated, with initiative and desire to succeed.
Ability to work well in teams and in fast-paced, cross-collaborative environments
At least 18 months of operations and/or service experience in financial services or related industry
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

Responsibilities

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