Financial Operations Associate
$60k - $85kAmpersand
Financial Operations Associate
Ampersand, Inc. · Waukesha, WI · On-site · Full-time
About the Role
Ampersand, Inc. is hiring a Financial Operations Associate based on-site at our Waukesha, WI office. This is not a remote or hybrid position — you'll work daily alongside our operations team in Waukesha, supporting the treasury and cash management programs we deliver through our partner financial institutions.
Location & Work Arrangement
Location: Waukesha, WI (Milwaukee metro area — about 20 minutes west of Milwaukee)
Work type: On-site, full-time
Schedule: Monday–Friday, standard business hours
Compensation: Between $60-85k dependent on experience
About Ampersand, Inc.
Ampersand is a Midwest-based, tech-enabled financial services firm specializing in treasury and cash management solutions delivered through partner financial institutions. We provide deposit aggregation, deposit administration, escrow, lending, and related services designed to protect institutional and depositor funds — with a focus on competitive rates, operational efficiency, and high-quality client service.
What You'll Do
Transaction Processing & Reconciliation
Process daily treasury and cash management transactions — deposit placements, withdrawals, and interbank transfers — with a high standard of accuracy
Perform daily and monthly reconciliations of deposit accounts and internal ledgers; investigate and resolve discrepancies
Process requests
Deposit Monitoring & Escrow Administration
Monitor deposit activity across partner financial institutions, ensuring balances, rates, and allocations conform to program terms
Reporting, Service & Controls
Prepare daily, weekly, and monthly operational reports for management, partners, and clients
Respond to inquiries from colleagues, partner banks, and clients professionally and within service timeframes; own issues through resolution
Execute duties in adherence to internal controls and applicable regulatory requirements; support audits and exams
Contribute to process improvements, desk documentation, and special projects
What We're Looking For
Required
Strong operations skills: transaction processing, reconciliation, and exceptional attention to detail
Solid analytical skills — interpreting data, identifying discrepancies, supporting decisions
Excellent interpersonal and customer service skills; clear written and verbal communication
Proficiency with Microsoft Excel
Ability to work independently and manage multiple priorities under daily deadlines
Preferred
1–3 years in financial services, banking operations, treasury, or escrow administration
Familiarity with deposit products (DDA, savings, CDs), deposit aggregation/reciprocal deposit programs, or cash management platforms
Basic understanding of regulatory and compliance requirements for banking operations
Associate's or bachelor's degree in finance, accounting, business, or a related field
Why Ampersand
Broad exposure across deposit operations, escrow, and partner-bank coordination — not a narrow, single-task role
A collaborative, Midwest-based team where accuracy and improvement are valued
Competitive compensation and benefits
- ...Operations Associate We are looking for an energetic and highly-motivated Operations Associate who is interested in working in a dynamic, fast paced warehouse environment. We offer plenty of room for professional growth and advancement. If this sounds like the job...Suggested
Factory Motor Parts
Waukesha, WI2 days ago - ...Junior Fixed Operations Associate Technician Junior Fixed Operations Associate Technician role is responsible for performing basic automotive repairs and service in accordance with store and factory standards. This individual utilizes their skills to learn how to diagnose...SuggestedTemporary work
- ...JOB TITLE: VITA Coordinator and Center for Financial Stability (CFS) Associate CLASSIFICATION: Exempt/Full Time Reports to: Director,... ...participant recruitment, volunteer recruitment, and overall operational support for the Center for Financial Stability, as...SuggestedFull timeWork at officeLocal areaAfternoon shift
La Casa de Esperanza, Inc.
Waukesha, WI4 days ago - ...Uline Drive, Pleasant Prairie, WI 53158 Do you have strong customer service skills and an interest in finance? As a Finance Operations Associate on Uline’s Finance team, you’ll work with customers to keep accounts running smoothly and support essential tax processes. If...Suggested
$18 per hour
...best retailer in the USA in the eyes and minds of our customers, associates, and business partners. What We Commit To – Our Employee... ...doors Restock cleaning supplies and restroom items Operate commercial cleaning equipment Answer and respond to phone...SuggestedFull timePart timeLocal areaMonday to FridayNight shiftScheels All Sports
Wauwatosa, WI11 days ago$18 - $20.5 per hour
...Salaried: Hourly (Non-Exempt) Full Time/Part Time: Part Time Position Type: Regular Your Role at Sephora: As an Operations Associate , you’ll be the backbone of the store—ensuring smooth, efficient operations that support an exceptional client experience....Hourly payFull timePart timeFlexible hoursShift workNight shiftWeekend workSephora.com
Wauwatosa, WIa month ago$18 per hour
...best retailer in the USA in the eyes and minds of our customers, associates, and business partners. What We Commit To – Our Employee... ...and doors Restock cleaning supplies and restroom items Operate commercial cleaning equipment Answer and respond to phone calls...Full timePart timeLocal areaMonday to FridayNight shiftScheels
Milwaukee, WI3 days ago- ...As a C&B Operations Associate, you will play a vital role in maintaining an efficient stockroom and supporting the salesfloor. Reporting to the Assistant Store Leader, you'll ensure timely customer order fulfillment, accurate inventory management, and well-presented store...Work at officeLocal areaFlexible hours
Crate&Barrel
Milwaukee, WI1 day ago $22 - $24 per hour
...deconsolidation facilities through a robust network led by best-in-class operations and technology. This integrated network will service multi-... ...customers Printing, organizing, and processing paperwork associated with the delivery process Using additional resources to...Hourly payMonday to FridayFlexible hoursA.P. Møller - Maersk A/S
Oak Creek, WI4 days ago$21 per hour
...Warehouse Operations Associate Restaurant Technologies is the leading provider of highly innovative and value-enhancing bulk cooking oil management services to the food service industry. The Warehouse Operations Associate is a key member of our depot team, overseeing...Hourly payLocal areaRelocation packageMonday to FridayShift workWeekend work$20 - $23 per hour
...Pay Range: $20-$23 per hour Make the Right Connection—Build Your Career with Dixon! The Dixon Group is seeking a Warehouse Operations Associate to help keep our operations running smoothly in Pewaukee, WI! As a Warehouse Operations Associate, you’ll take on a variety...Hourly payLocal areaWorldwideMonday to Friday- ...Our Seasonal Operations Associates are at the core of our customers’ experience. Friendly, outgoing and naturally driven, they are enthusiastic brand ambassadors who tend to love our amazing associate discount! A fan of all things home, their enthusiasm brings a level...Part timeSeasonal workLocal areaFlexible hoursNight shiftWeekend workWeekday work
Crate&Barrel
Milwaukee, WI2 days ago - ...delivers power for applications including data centers, microgrids, grid stabilization, industrial energy and gas compression. INNIO operates a global installed base across approximately 100 countries as of December 31, 2025, supported by a resilient, high‑margin services...InternshipWorldwideFlexible hours
INNIO Group
Waukesha, WI2 days ago $20 - $21 per hour
...Operations Coordinator Position Summary The Operations Coordinator plays a critical role in supporting daily operations by coordinating activities between customer service, warehouse, retail, and call center teams. This position serves as a key point of contact...Contract workTemporary workWork at officeShift workTEKsystems
New Berlin, WI12 hours ago$128k - $252.5k
...helping them navigate challenges, avoid financial pitfalls, and implement practical... ...As a Senior Consultant in M&A Finance & Operations (M&A Finance), you will work across finance... ...integration and separation activities associated with mergers, acquisitions, and divestitures...Local areaDeloitte
Milwaukee, WI1 day ago$12 - $15 per hour
...Operations Associate The Operations Associate's role is to create an outstanding customer experience by performing operations functions within the store. The Operations Associate role is an early morning position and you will work with a team to perform functions prior...Hourly payWork experience placementWorldwideEarly shift$12 - $15 per hour
...Seasonal Operations Associate Do you like working with your hands and staying active? Do the words "order" and "process" get you excited? Do you enjoy making things happen behind the scenes and seeing your work flourish in a store? Well, being a Seasonal Operations...Hourly paySeasonal workWorldwideEarly shift- JX Enterprises seeks a Regional Coordinator in Waukesha, WI to provide operational and administrative support for daily branch functions during standard business hours. The role focuses on maintaining quality while assisting colleagues and customers. Responsibilities include...
$36k - $75k
...Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative...TraineeshipHome officeMutual of Omaha
Waukesha, WI2 days ago$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Waukesha, WI4 days ago- ...Description ROLE OVERVIEW \n This role provides administrative and operational support to the firm’s advisors in delivering a comprehensive client wealth management experience through financial planning, insurance and investment planning and exceptional customer...Home office
Prescient Financial Solutions
Brookfield, WI16 days ago - ...have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC's Wealth Management organization, you will... .... In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Pewaukee, WI2 days ago $41.5k - $65.5k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Contract workPart timeLocal areaImmediate startDay shiftBMO Financial
New Berlin, WI4 days ago- ...collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic... ...reports to the VP, Commercial Banking Operations Manager. They are responsible for...Work at officeFlexible hours
Landmark Credit Union
New Berlin, WI2 days ago $19 per hour
...Per Hour Schedule Mon, Tues, Thu and Fri - 8:30am-4pm | Wed off 8 week contract HireArt is helping our client find an Operations Support Associate to join its designated market team. In this role, you’ll provide on-site operational support at the assigned facility,...Hourly payFull timeContract workTemporary workPart timeLocal areaRemote workVisa sponsorshipFlexible hours$60k
...Operations Coordinator – ChemStation Location: Butler, WI Employment Type: Full-time Reports To: Operations Manager, ChemStation... ...ways to improve how we work What We're Looking For ~ Associate's or bachelor's degree in business, supply chain, operations,...Full timeWork experience placementChemStation
Milwaukee, WI5 hours ago- ...Job Description Job Description Financial Advisor - Client Relationship Focus At Drake & Associates , we are committed to delivering exceptional client experiences. We seek individuals who consistently exceed expectations and demonstrate a passion for building...Local area
Drake & Associates
Waukesha, WIa month ago $200k
...Job Description Job Description Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset...Local areaDrake & Associates
Waukesha, WIa month ago- ...of millions of seniors and those who care for them.In the Data Operations Coordinator position, you’ll support customer satisfaction and... ...and tasks assigned by the Manager of Operations.Experience:Associate’s degree with a technical background or equivalent experience....Full time
Direct Supply
Milwaukee, WI1 day ago - ...Sunset Woods Assisted Living is seeking an Operations Manager to join our community! We are looking for a motivated, compassionate, and service-focused leader to support the daily operations of our assisted living community. This role partners closely with the Executive...
Sunset Woods Senior Living
New Berlin, WI4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Operations Associate. Be the first to apply!
- estate planning consultant Waukesha, WI
- financial consultant Waukesha, WI
- finance associate Waukesha, WI
- financial associate Waukesha, WI
- financial planning administrator Waukesha, WI
- financial counselor Waukesha, WI
- wealth advisor Waukesha, WI
- jde finance consultant Waukesha, WI
- financial planning assistant Waukesha, WI
- financial planning associate Waukesha, WI