Wealth Enhancement Group

Compensation

Full Description

Job Description: • Manage the end-to-end bulk repapering process across WEAS advisory paperwork, custodial paperwork, and Broker/Dealer documents (when applicable). • Accurately prepare and process account opening documentation, ensuring timely and compliant establishment of new accounts. • Oversee and execute the transfer of assets (TOA) process, monitoring for completion and escalating issues when necessary. • Set up and validate ancillary account features such as standing payment instructions, ACH, checkwriting, systematic contributions, and required minimum distributions. • Maintain accurate account records in Salesforce (CRM) and track repapering progress across all client households. • Partner with Advisor Teams to ensure smooth client transitions, communicating proactively on outstanding items. • Research and resolve account transition issues in coordination with custodians, vendors, and internal partners. • Provide ongoing service support during onboarding months, including transactions, deposits, and withdrawals as needed. • Support corporate projects that enhance repapering workflows and client transition efficiency. • Provide feedback on system and process improvements, contributing to continuous improvement initiatives. • Share best practices across the Transition Support team, aligning with CSO’s career progression framework. Requirements: • Bachelor’s degree (or equivalent experience) in business, finance, data analytics, or a related field. • 5+ years of financial services experience required, with direct experience in account opening, transfers of assets, and repapering processes. • Prior custodial experience with NFS, Fidelity, or Schwab strongly preferred. • Proficiency with Microsoft Excel. • Strong organizational skills and ability to manage high volumes with accuracy and efficiency. • Excellent communication skills, with a client service mindset and ability to partner across teams. • Strong attention to detail and problem-solving ability. • Proficiency in Microsoft Office; Salesforce experience preferred. 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 • 401k 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)