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Financial Services Banking & Finance

Part-Time Wealth Management Operations Specialist

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: Waukesha State Bank
Part Time position
Listed on 2025-12-14
Job specializations:
  • Finance & Banking
    Financial Services, Banking & Finance
Job Description & How to Apply Below
A community-focused bank in Wisconsin seeks a Part-Time Operations Specialist to support its Wealth Management Operations Team. The role involves handling daily cash settlement, approving cash disbursements, and reconciling accounts. Candidates should have at least one year of financial services experience and a strong understanding of investment advisory products. This position is ideal for someone who enjoys collaboration and wants to impact their community.

The role is onsite in Waukesha County, WI.
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