Wealth Operations Specialist
Whitley Penn
Whitley Penn is seeking an Operations Associate to join the WPWealth team in a fully in-office role in Fort Worth or Dallas. You will prepare and process new account paperwork, interact with custodians, and maintain client data in Orion and Wealthbox. The position emphasizes accuracy, confidentiality, and teamwork in a fast-paced financial services setting. The role requires 18+ months of operations experience in financial services, excellent communication, and strong Microsoft Office skills. #J-18808-Ljbffr Whitley Penn
Vacancy posted 5 days ago
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