Wealth Enhancement Group

Operations Associate

Wealth Enhancement Group(2 months ago)

Plymouth, MNOnsiteFull TimeJunior$52,000 - $57,000Operations
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About this role

An Operations Associate at Wealth Enhancement is a member of the Operations team based in Plymouth, MN, supporting administrative and operational functions that enable the firm's wealth management services. The role focuses on maintaining process accuracy and driving efficiencies across the company's document and mail operations while supporting nationwide offices.

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Required Skills

  • Mail Handling
  • Document Management
  • Data Entry
  • Scanning
  • Laserfiche
  • Salesforce
  • Microsoft Office
  • Communication
  • Analytical Skills
  • Records Management

Qualifications

  • High School Diploma
  • Post-Secondary Degree (Preferred)

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