Operations Specialist

Operations Specialist | Custodial Operations & Strategic Projects Our corporate team in Plymouth, MN is hiring an Operations Specialist who will support end-to-end acquisition data integration for Operations and act as liaison for custodial access and advisor team set up. The role allows working remotely with occasional in-office visits. Base salary range: $65,000.00 to $75,000.00 , exclusive of bonuses and benefits. Eligible for an annual corporate bonus. Primary Job Functions Data Reconciliation Establish data connectivity with custodians/data aggregators Review and reconcile account data received during account assignment process Communicate transition timelines and provide reports to internal departments Enter account attributes into portfolio accounting system for newly acquired offices, ensuring data conforms to WEG (Wealth Enhancement Group) standards Resolve outstanding issues related to missing data/accounts Custodian Set-Up Access Process requests for system access for internal users and portfolio accounting portal Process requests for new master, G#, and rep codes Maintain and update central list of firm rep codes/masters with custodians Provide internal “customer” support, responding quickly to high-volume time-sensitive requests from multiple internal teams Audit & Data Integrity Support Support regulatory audits and ADV reporting requirements Generate and request reports from custodians for ADV reporting Conduct periodic quality reviews to ensure data in portfolio accounting system is presented accurately for ADV and GIPS reporting Work with manager to resolve data integrity issues Handle other projects assigned by Operations Education & Qualifications 1-3 years of professional office or administrative experience, preferably within financial services Organizational skills and attention to detail with ability to prioritize workflow and projects Strong analytical and general computer skills with problem-solving abilities Proficiency with Microsoft Office Suite and related software Strong Excel skills required Familiarity with Salesforce preferred Salary & Compensation WEG hires employees based on role, experience, qualifications, skills, and credentials. The associate-level salary grade is $58,300.00 to $81,600.00 . The base salary range for this position is $65,000.00 to $75,000.00 as the starting range. Benefits 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 predetermined and 2 floating days) Paid parental leave and paid caregiver leave (available after 6 months of tenure) Tuition reimbursement, licensing, and other credentials (available after meeting service requirements) Legal & Safety Information Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, and use telephone and computer systems. #J-18808-Ljbffr Wealth Enhancement