Wealth Management Assistant
Wealth Management Assistant
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Job Description
Are you detail-oriented highly organized and eager to build a career in financial services
Waukesha State Bank is looking for a dedicated Wealth Management Assistant to join our Wealth Management team. In this vital support role youll assist with client meeting preparation account administration and investment reporting. Your attention to detail and ability to manage multiple priorities will help ensure accurate documentation and seamless service for our valued clients. This full-time onsite position offers a professional setting where your contributions make a meaningful impact.
Were looking for someone with a bachelors degree or at least one year of administrative experience in financial services-ideally within investment services-who thrives in a fast-paced service-driven environment. Strong communication skills initiative and a passion for excellence are essential. If youre motivated to succeed in the wealth management field and want to be part of a supportive community-focused team we encourage you to apply today.
Waukesha State Bank Profile: 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 WI
Employment with Waukesha State Bank is contingent upon successful completion of a criminal background check and drug screen.
EOE Disability/Vet
Employment Type
Full-Time
