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Waukesha State Bank · 1 month ago

Wealth Management Operations Specialist - Part-Time

N16W23321 Stone Ridge Drive, Waukesha, WI, USA

Full-time, Part-time

Onsite

Entry Level

1+ years exp

Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, and they are seeking a Part-Time Operations Specialist to join their Wealth Management Operations Team. In this role, you will support key functions across various departments, ensuring accuracy and efficiency in daily operations.

BankingFinancial ServicesInsurance

Responsibilities

Support key functions across our Retirement Plan Services, Investment, and Personal Trust departments

Handle daily cash settlement and balancing

Approve cash disbursements

Generate fees

Reconcile accounts

Monitor advisor trades

Assist with scanning and document management

Ensure accuracy, efficiency, and smooth daily operations for both our team and our clients

Qualification

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