Operations Associate

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.

We have an exciting opportunity for an Operations Associate at our Plymouth, MN headquarters. 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. the base salary range for this position is $52,000 to $57,000 per year, 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.

• Mailing functions
  • Administration of inter-office mail and employee mailboxes
  • Receive, open, sort and 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 metadata 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

• 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

• 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
• 401(k) 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)

Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify.

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.

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.