Team Operations Associate

About the role

Wealth Enhancement is hiring a Team Operations Associate in our Brentwood, TN office. This is an on-site position.

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.
• Absorb and resolve 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.
• Client Review Scheduling & Preparation:
• 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.
• Team & Operational Support:
• Aid in 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.

Requirements

• High school diploma (or equivalent) required; 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.
• 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.
• Experience with Workday or similar HR systems preferred.

Qualifications

• Education/Qualifications

High school diploma (or equivalent) required; 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.

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.

Experience with Workday or similar HR systems preferred.

Skills

• Strong organizational skills.
• Proficiency in Microsoft Office applications.
• Excellent written and verbal communication skills.
• High attention to detail.
• Strong commitment to confidentiality and data accuracy.

Benefits

Comprehensive benefits offerings include:

• Training and professional development
• Medical, dental and vision coverage
• 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)

Pay

The pay range for this position is $50,000.00 to $60,000.00, exclusive of bonuses and benefits.

Schedule

This is an on-site position.