Wealth Management Operations Specialist - Part-Time
About The Position
Join our Wealth Management Operations Team as a Part-Time Operations Specialist, where you'll support key functions across our Retirement Plan Services, Investment, and Personal Trust departments. In this role, you'll handle daily cash settlement and balancing, approve cash disbursements, generate fees, reconcile accounts, monitor advisor trades, and assist with scanning and document management. You'll be an essential part of ensuring accuracy, efficiency, and smooth daily operations for both our team and our clients. We're looking for a detail-oriented professional with at least one year of financial services experience and a solid understanding of investment advisory products and fiduciary account structures. Strong analytical skills, excellent communication, and the ability to manage competing priorities are all key to success in this role. This is a part-time, onsite position with a consistent weekday schedule-ideal for someone who thrives in a collaborative environment and wants to make an impact within a community-focused bank. Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service. This is an onsite position in Waukesha County, WI Must have the ability to obtain an active NMLS Record Employment with Waukesha State Bank is contingent upon the successful completion of a criminal background check and drug screen. EOE Disability/Vet
Requirements
- Detail-oriented professional
- At least one year of financial services experience
- Solid understanding of investment advisory products and fiduciary account structures
- Strong analytical skills
- Excellent communication
- Ability to manage competing priorities
- Must have the ability to obtain an active NMLS Record
- Employment with Waukesha State Bank is contingent upon the successful completion of a criminal background check and drug screen
Responsibilities
- Handle daily cash settlement and balancing
- Approve cash disbursements
- Generate fees
- Reconcile accounts
- Monitor advisor trades
- Assist with scanning and document management
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
