Wealth Operations Associate
whitley penn
- Experience
- 1+ yrs
- Location
- Fort Worth or Dallas
- Job type
- Full-time
Required skills
- Microsoft Office
- Orion
- Wealthbox
About the role
At least 18 months of operations or service experience in financial services; intermediate to advanced Microsoft Office skills; strong communication, organization, and confidentiality; ability to work in a fast-paced team environment.
About whitley penn
Texas-based public accounting firm serving businesses with audit, tax, advisory, consulting, and digital services.
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