Wealth Ops Specialist: Client Onboarding & Support
WPWealth LLP
Whitley Penn is seeking an Operations Associate for the WPWealth team in Fort Worth or Dallas. The role focuses on administering client paperwork, coordinating with custodians, and maintaining accurate client data in Orion and Wealthbox. It requires strong organizational skills, teamwork, and discretion in handling confidential information. You will support plan onboarding, enrollment materials, and annual reviews while serving as a point of contact for retirement plan participants. #J-18808-Ljbffr WPWealth LLP
Vacancy posted 3 days ago
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