Wealth Management Analyst

Are you detail-oriented, highly organized, and eager to build a career in financial services?

Job Overview

Waukesha State Bank is looking for a dedicated Wealth Management Analyst to join our Wealth Management team. In this vital support role, you'll 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.

Key Responsibilities

• Assist with client meeting preparation.
• Account administration.
• Investment reporting.

Qualifications

• Bachelor's degree or at least one year of administrative experience in financial services, ideally within investment services.
• Strong communication skills, initiative, and passion for excellence.
• Ability to thrive in a fast-paced, service-driven environment.

Working Conditions

Location: Waukesha, WI. This is an onsite position.

Employment contingent upon successful completion of a criminal background check and drug screen.

About Waukesha State 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.

Equal Opportunity

EOE Disability/Vet