Description
Whitley Penn is hiring a full-time, non-exempt Operations Associate for its WPWealth team in Fort Worth or Dallas. The role provides administrative and operational support to clients and advisors, including processing account and service paperwork, coordinating with custodians, entering client data into Orion and Wealthbox, tracking operations, supporting qualified plan onboarding and annual reviews, and responding to participant inquiries. Candidates need at least 18 months of operations or service experience in financial services or a related industry, strong computer and communication skills, discretion, and attention to detail. The position is fully in-office, Monday through Friday, with overtime as needed, and includes medical, dental, vision, paid leave, retirement benefits, and other rewards.
