Operations Associate

Wealth Enhancement Group•Plymouth, MN

10d•$52,000 - $57,000•Onsite

About The Position

Wealth Enhancement 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 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement 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 . Our Plymouth, MN headquarters has an exciting opportunity for an Operations Associate ! The Operations Associate will support activities related to the administration of the new account process, document management, mail support, and other responsibilities within the Operations department, while striving to create efficiencies with new and existing procedures. This is a fully on-site position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $52,000.00 to $57,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus. 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.

Requirements

High School degree (or equivalent) required; post high school degree preferred
2+ years’ experience with mail shipping & receiving
Technical experience working with office technology including scanning and data entry
Strong verbal and written communication
Solid analytical skills; attention to detail
Ability to adapt to frequently-changing processes and work volumes

Nice To Haves

Experience with Microsoft Office, Salesforce, and/or Laserfiche preferred

Responsibilities

Mailing functions Administration of inter-office mail and employee mailboxes
Receive, open, sort, distribute incoming mail
Prep, meter outgoing mail
Process incoming New Business to various vendors/custodians
Track, communicate, and resolve returned mail
Mass mailings as assigned
Assist remote advisors with incoming and outgoing mail
Maintain incoming check receipt log
Document Management support
Scan and index documents into document management system – Laserfiche
Conduct quality reviews to ensure meta data is applied correctly
Generate cover pages/submit documents to broker/dealer for imaging
Log, archive, and retrieve documents for the WEG records room
Document retrieval for branch offices, or audit activity
Support the document import process from CRM into document management system
Support document retention audits upon request
Generate, merge, and mail client welcome letters
Enter change of address into internal systems
Resolve data integrity issues through systems audits as assigned
Support the order receipt, fulfillment, and inventory of office supplies in a backup capacity
Other data entry, project, and administrative support as needed within Operations

Benefits

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)