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Family Wealth Team Operations Coordinator

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Baird
Full Time position
Listed on 2026-01-25
Job specializations:
  • Administrative/Clerical
    Business Administration
  • Business
    Business Administration
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A prominent financial services firm in Milwaukee is seeking a Family Wealth Specialist to support its wealth management team. The ideal candidate will provide organizational expertise, manage meetings, and assist with project coordination. Responsibilities include maintaining records, facilitating communications, and leveraging Baird technologies to ensure quality service. Candidates should hold a bachelor’s degree in Business Administration, possess strong organizational and communication skills, and preferably have experience in financial services.
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