Wealth Management Analyst
Waukesha State Bank•City of Pewaukee, WI
•Onsite
About The Position
Waukesha State Bank is seeking a dedicated Wealth Management Analyst to join their Wealth Management team. This role provides vital support by assisting with client meeting preparation, account administration, and investment reporting. The ideal candidate will have strong attention to detail and the ability to manage multiple priorities to ensure accurate documentation and seamless service for clients. This is a full-time, onsite position in a professional setting where contributions have a meaningful impact.
Requirements
- Bachelor's degree or at least one year of administrative experience in financial services
- Ideally, experience within investment services
- Strong communication skills
- Initiative
- Passion for excellence
- Thrives in a fast-paced, service-driven environment
- Detail-oriented
- Highly organized
Responsibilities
- Assist with client meeting preparation
- Account administration
- Investment reporting
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
