Wealth Management Operations Specialist - Part-Time jobs in United States
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Waukesha State Bank ยท 1 month ago

Wealth Management Operations Specialist - Part-Time

positionN16W23321 Stone Ridge Drive, Waukesha, WI, USA
timeFull-time, Part-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, focused on providing personalized banking services. They are seeking a Part-Time Operations Specialist to support key functions in their Wealth Management Operations Team, handling tasks such as daily cash settlement, account reconciliation, and assisting with document management.

BankingFinancial ServicesInsurance

Responsibilities

Handle daily cash settlement and balancing
Approve cash disbursements
Generate fees
Reconcile accounts
Monitor advisor trades
Assist with scanning and document management

Qualification

Financial services experienceInvestment advisory productsFiduciary account structuresAnalytical skillsCommunication skillsTime managementDetail-oriented

Required

At least one year of financial services experience
Solid understanding of investment advisory products
Solid understanding of fiduciary account structures
Strong analytical skills
Excellent communication skills
Ability to manage competing priorities

Company

Waukesha State Bank

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Waukesha State Bank is one of the largest locally owned, independent banks in Wisconsin
dateFounded in 1944
location
Waukesha, Wisconsin, USA
people-size201-500 employees
web-link
http://waukeshabank.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Ann Pascavis
Chief Financial Officer
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Tina Neis
Senior Vice President - Chief Credit Officer
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Recent News

Gerry Benton
2024-10-27
Nik Sendelbach
2024-10-27
Company data provided by crunchbase