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Wealth Management

Wealth Management Tax & Ops Specialist II

Job in Billings, Yellowstone County, Montana, 59107, USA
Listing for: First Interstate Bank
Full Time position
Listed on 2026-03-13
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
A regional banking institution is looking for a Wealth Management Business Support Specialist II in Billings, MT. This full-time role involves providing operational, tax, and escrow support for Wealth Management activities. Qualified candidates should possess strong communication skills, a Bachelor's degree is preferred, and experience in investment, trust, or wealth management operations. This position emphasizes client tax reporting and coordination with third-party vendors, ensuring continuous business operations and compliance.
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