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 Uni Fi 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 .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
** 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.
* IND
123#LI-MR1  #LI-Onsite
** 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
*…