Senior Operations Associate

Wealth Enhancement Group

. Manage fee rejections from identification through resolution, including research, follow-up, collection tracking, and documentation of outcomes .

Posted 9/22/2026full-timeRemote • United StatesSenior💰 $55,000 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing fee rejections, processing advisory fee refunds, and performing reconciliations within financial services. Proficient in utilizing portfolio accounting systems and advanced Excel for data validation and reporting.

Highest-signal resume keywords

Financial Services ExperienceAdvanced Excel SkillsOrion Billing ExperienceStrong Analytical SkillsEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fee Rejection ManagementAdvisory Fee Refund ProcessingReconciliationData ValidationPortfolio AccountingBilling ControlsOperational ReportingAI Tools UtilizationProblem-SolvingAttention to Detail

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationTeam CollaborationAdaptabilityIndependence

Tools & Technologies

Microsoft OfficeOrionSalesforceCRM SystemsAI Applications

Certifications & Qualifications

Securities LicenseInsurance License

Industry Keywords

RIABroker-DealerAccounts ReceivableBilling ProcessesOperational Activities

About the role

Key responsibilities & impact

Manage fee rejections from identification through resolution, including research, follow-up, collection tracking, and documentation of outcomes
Process advisory fee refunds accurately and timely, including validation of supporting information and coordination with internal partners
Complete reconciliations, investigate discrepancies, and support resolution of outstanding reconciling items
Prepare and complete accounts receivable uploads, verifying data for completeness and accuracy
Support referral billing submissions and miscellaneous billing functions, including issue resolution and recurring operational activities
Provide cross-coverage for one-off fee submissions across custodians and follow billing controls and documentation requirements
Serve as a team resource and subject matter expert for billing processes, questions, and issue resolution
Support dashboards and reporting through data validation, exception follow-up, and recurring operational reporting
Maintain business continuity and operational coverage through cross-training, procedure maintenance, and backup support
Complete other projects and activities as needed

Requirements

What you’ll need

High school diploma or equivalent required; post-secondary education preferred
Five years of financial services experience required, preferably in an RIA or broker-dealer environment
Experience with portfolio accounting or management systems, preferably Orion, and CRM systems such as Salesforce
Orion billing experience preferred
Proficiency with Microsoft Office
Advanced Excel skills required
Securities and/or insurance licenses a plus
Strong verbal and written communication skills
Ability to work independently and collaboratively within a team
Strong analytical, problem-solving, and attention-to-detail skills
Ability to adapt to changing processes and procedures while incorporating new requirements into standard workflows
Demonstrated ability to effectively use AI tools and technologies in daily work tasks
Understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards
Comfort with learning new AI applications and understanding their appropriate use cases and limitations
Continued learning and adaptation to new AI tools and methodologies expected as AI technology evolves
Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems

Benefits

Comp & perks

Training and professional development
Medical, dental and vision coverage for full-time employees and their families
Health Savings Account (HSA) with employer contribution
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
Reimbursement for tuition, licensing, and other credentials after meeting service requirements