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Business Administration

Family Wealth Operations Specialist

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Baird
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Business Administration
  • Business
    Business Administration
Job Description & How to Apply Below
A financial service firm in Wisconsin is looking for a Baird Family Wealth Specialist to provide exceptional administrative support within the Wealth Management Team. This role involves scheduling meetings, managing project timelines, and acting as a liaison between advisors and internal teams. The ideal candidate should have strong organizational skills, a degree in Business Administration, and proficiency in tools like Excel and Teams.

Prior experience in wealth management is preferred. Competitive compensation and professional development opportunities are provided.
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