Team Operations Associate

Wealth Enhancement Group • Brentwood, TN

23h • Onsite

About The Position

Wealth Enhancement is an independent wealth management firm dedicated to enriching clients' lives through personalized financial planning. They utilize team-based Roundtable and UniFi processes to provide unique financial plans and investment management services to over 80,000 households across more than 140 offices nationwide. Since 1997, the firm has focused on raising the standard of wealth management with specialized knowledge and attentive service. The Brentwood, TN office is seeking a Team Operations Associate to provide support to the lead financial advisor, staff, and clients. This is an on-site position that offers a wide range of duties and opportunities for increased responsibilities over time. Students graduating in spring 2026 are encouraged to apply, with flexible start dates or initially reduced hours available for those still in school.

Requirements

• High school diploma (or equivalent) required
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• Proficiency in Microsoft Office applications (Outlook, Excel, Word, PowerPoint)
• Excellent written and verbal communication skills
• High attention to detail and strong commitment to confidentiality and data accuracy

Nice To Haves

• Post-secondary degree preferred
• Securities and/or insurance licenses, or willingness to obtain, a plus
• Prior experience in office administration or operations preferred
• Financial services experience strongly preferred
• Experience with Workday or similar HR systems preferred

Responsibilities

• Establish and maintain new client accounts within the CRM and related systems
• Support the Senior Client Service Manager (CSM) with new account opening and ongoing account servicing activities
• Learn and serve as back‑up support for asset movement processes during Senior CSM absences
• Assist in resolving complex servicing needs, including account transfers, IRA rollovers, alternative investments, and trust-related account updates
• Troubleshoot account documentation and ensure completeness, accuracy, and compliance with firm standards
• Support the client segmentation process by maintaining and updating segmentation tiers
• Schedule client review meetings and coordinate logistics across advisors and team members
• Prepare client review materials in advance of advisor meetings and attend client reviews as needed
• Manage the Annual Client Review process, ensuring reports are completed by advisors in a timely manner
• Track post-review follow-ups and coordinate task completion with advisors and team members
• Assist with document management, record retention, and data accuracy across systems
• Support ad hoc operational projects and team initiatives as assigned
• Contribute to process improvement efforts by identifying workflow gaps or inefficiencies

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)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees