Operations Associate

About Wealth Enhancement

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.

Primary Job Functions

• 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

Education/Skill 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

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

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Individual Contributor level is $50,700.00 to $71,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

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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 be eligible to participate in the following benefits & development opportunities:

• 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)

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.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.