Wealth Operations Associate

About the role

Whitley Penn, one of the nation’s leading audit, tax, and advisory firms, is looking for an Operations Associate to join our WPWealth team. The Operations Associate provides administrative support and services to our clients and advisors. An Operations Associate will thoroughly learn the firm’s processes and procedures and complete operational tasks as requested to maintain an efficient and professional department. Performance is evaluated based on the quality of work, application of operations knowledge, and ability to meet time constraints. Whitley Penn has become one of the fastest growing public accounting firms by providing exceptional, personalized service that reaches far beyond traditional accounting. In addition to Audit and Tax solutions, we offer a wide range of Advisory and Consulting services. We work in collaborative teams with an emphasis on an open-door policy, entrepreneurial thinking, and a well-built culture. At Whitley Penn, we learn, innovate, and achieve by sharing knowledge, embracing new ideas, and working together. We’re looking for professionals who think like owners and want to be part of shaping a high-growth firm.

Position Details: Full-time; Non-Exempt; Department: WPWealth; Location: Fort Worth or Dallas Office.

Responsibilities

• preparing and processing new account and service paperwork, including new account applications, distribution forms, transfer requests, letters of instruction, address changes, etc.
• Communicate with custodians to resolve client issues and follow up on documentation sent to ensure proper completion.
• Gather, organize, and input client data into Orion, Wealthbox
• Internal operations tracking and reporting
• Support our qualified plan business by assisting with new plan on-boarding, preparation of enrollment material and scheduling of annual plan reviews
• Serve as a contact for retirement plan participants by answering telephone calls, emails, and incoming mail questions
• Learn and adapt to service needs of various clients to answer day-to-day questions
• Quickly develop knowledge of forms and account procedures to assist clients

Requirements

• Organized, self-motivated