Operations Associate Job at Dent Wealth Advisors, Baton Rouge, LA

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  • Dent Wealth Advisors
  • Baton Rouge, LA

Job Description

About Dent Wealth Advisors

Dent Wealth Advisors is a premier wealth management firm located in Baton Rouge, Louisiana. We specialize in delivering fiduciary advice and comprehensive planning to high-net-worth families, professionals, business owners, and charitable foundations. We’re looking for a detail-oriented, proactive Operations Associate to join our dynamic team and help us provide an exceptional client experience.

What You'll Do

As an Operations Associate, you’ll play a key role in ensuring the efficiency of our daily operations and supporting both our clients and advisory team. You’ll handle a variety of administrative, technical, and client service tasks such as:

  • Assisting with new client onboarding: account setup, scheduled money movements, online access, and account reviews

  • Managing administrative duties: answering phones, scheduling meetings, processing mail, maintaining filing systems

  • Responding to client requests: processing name/address changes, applications, authorizations, and resolving service issues

  • Ensuring team accountability by tracking progress and following up on tasks

What We’re Looking For

  • Strong customer service background with a passion for solving problems and helping people

  • Excellent written and verbal communication skills

  • Highly organized, detail-oriented, and capable of managing multiple priorities

  • Quick learner with the ability to work independently and within a team

  • Familiarity with Microsoft Office Suite (Outlook, Excel, Word)

  • Bachelor’s degree required

Why Join Us?

Salary: $50,000–$65,000/year (commensurate with experience)

Benefits: Medical insurance, 401(k) with employer match, paid vacation

Growth: Hands-on exposure to the inner workings of a wealth management firm and a potential pathway for long-term career development

Ready to Grow with Us?

Apply today to launch your financial services career with a company that values excellence, teamwork, and client dedication.

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