About Wealth Enhancement GroupWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 offices - and growing - nationwide.Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit Walnut Creek, CA office has an exciting opportunity for a Trading Operations Specialist. The ideal candidate is smart and experienced in our industry. He or she loves being part of a great team and thinking about the firm's "big picture". This individual must be driven to take initiative to complete tasks fully and beyond just what is asked for. This role is on-site.The target salary range for this role is $65,000 - $85,000 depending on experience. This role is eligible for quarterly bonuses.We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.Primary Job FunctionsTrade order creation and execution in client accounts for ad hoc cash distributions and during periodic rebalance of all client accountsRebalance and trade accounts tax-efficientlyPost-trade processing and resolving trade settlement issues in a timely mannerResearch and process corporate actions (i.e. tender offers)Support Investment research & reportingMaintaining investment models and various research materialsCompiling documentation to prepare for quarterly Investment Committee MeetingsSupport investment and business operational duties as neededEducation/Qualifications: 3+ years of experience in the financial services industrySIE Exam, Series 7, & 66 licenses (or to be obtained within the first three 3 months of hire)Previous trading experienceKnow Morningstar Advisor Workstation and its reporting/research capabilitiesExperience with Orion trading platform (preferred)Strong proficiency with Microsoft Office suite, especially ExcelAbility to manage time effectively, set priorities, and meet deadlinesExcellent communication and organizational skillsAbility to learn and adapt to changeStrong analytical and detail-oriented aptitude; a high degree of accuracy is requiredAre interested in a long term positionIND123#LI - MR1#LI - ONSITEComprehensive Benefits OfferingsOur benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:Training and professional developmentMedical, dental and vision coverage401k - with match and profit sharingHealth care spending and savings accountsDependent care and transit spending accountsWellness programs and resourcesLife and AD&D insurance - employer paid and voluntary optionsShort-term and long-term disability - employer paidEmployee assistance planAccident and critical illnessPet insuranceIdentity theftPaid Time Off12 paid holidays each yearPaid parental leave and paid caregiver leaveTuition reimbursementShould you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700Information provided on this application will be kept confidential and only be shared with those involved in the selection process.Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: LinkOSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.