Financial Services Associate
Job in
Waukesha, Waukesha County, Wisconsin, 53188, USA
Listed on 2026-01-12
Listing for:
Truity Partners
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Banking Operations, Banking & Finance, Financial Analyst, Financial Services
Job Description & How to Apply Below
Financial Operations Associate
Location: Waukesha, WI
Base pay range: $24.00/hr - $27.00/hr
Temp to hire basis. The role is 100% on-site with hours of 8am to 5pm or 8:30am to 5:30pm Monday through Friday. Please apply for immediate consideration.
Responsibilities:
- Complete daily financial operations activities, e.g., bank and client transaction posting, book-to-cash reconciliation, etc.
- Execute financial transactions such as wire transfers, ACH, etc., ensuring compliance with relevant regulations and company policies/procedures.
- Complete monthly financial operations activities, e.g., bank account reconciliation, interest earnings allocation, client statement rendering.
- Assist with yield enhancement and optimization activities, e.g., data analysis, reporting, recommendations.
- Complete bank underwriting and monitoring related tasks, e.g., call report data analysis, bank enforcement action monitoring.
- Assist with ongoing development and enhancements to proprietary technology.
- Perform other duties as assigned.
Requirements:
- Prior experience in banking, financial services or deposit management highly desired.
- HS Diploma required;
Associate or Bachelor’s degree a plus. Experience will also be considered. - Proficiency in Excel.
- Strong attention to detail, organization, and ability to meet deadlines.
- Comfort working in a fast-paced, dynamic environment.
- Experience with Quick Books preferred.
Seniority level: Entry level
Employment type: Contract
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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