Senior Operations Associate

Job not on LinkedIn

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $70k - $80k / year

⏰ Full Time

🟠 Senior

⚙️ Operations

👻 Ghost score 0%

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 Description

• Drive cross-departmental collaboration • Educate advisors on performance methodologies • Support operational data integrity for reporting • Resolve platform-related data issues • Maintain account, asset, transaction, strategy, model, reporting-only household, security classification, and target allocation coding on the platform • Gain knowledge of operational data and platform capabilities related to composites, trading, transactions, billing, web-based platforms, and performance data • Partner with advisors and internal conversion teams to build and maintain custom queries • Maintain and validate platform data in the portfolio accounting system and downstream processes • Perform data quality audits to identify coding gaps, incomplete setup, and inconsistencies • Execute recurring processes and audits in accordance with firm standards • Troubleshoot data issues and collaborate with departments to ensure operational data accuracy and regulatory compliance • Provide internal customer support for time-sensitive questions and requests • Assist with projects affecting cost basis, tax reporting, performance, composites, Orion Connect, trading, billing, and reporting • Cross-train in other Operations areas as needed

🎯 Requirements

• High School degree (or equivalent) required; post high school degree preferred • Minimum of 2 years of experience working at a financial services firm handling data integrity and performance projects in operations preferred • Knowledge and understanding of performance reporting with regards to Time Weighted Return, Dollar Weighted Return and how transaction data will impact reporting of these performance methods is preferred • Comfortable working with portfolio accounting/management and CRM systems • Orion Advisor Technology and/or Salesforce experience is preferred • Knowledge and familiarity with Microsoft Office, Excel is required • Strong Verbal and written communication • Ability to work independently and in a team • Solid analytical skills; attention to detail • Demonstrated ability to effectively use AI tools and technologies in daily work tasks • Understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards • Comfort with learning new AI applications and understanding their appropriate use cases and limitations • Continued learning and adaptation to new AI tools and methodologies expected • Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems

🏖️ 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)