Wealth Operations Specialist

4 weeks ago


Racine, Wisconsin, United States Johnson Bank Full time
#### Job Description

As a Wealth Operations Specialist at Johnson Bank, you will play a critical role in supporting the Wealth Advisors and Portfolio Managers in delivering exceptional client experiences. The successful candidate will possess a strong understanding of wealth services and business strategy, enabling them to proactively support clients throughout the implementation, maintenance, and communication processes.

#### Key Responsibilities

* Develop and maintain thorough knowledge of core wealth and bank operating platforms, ensuring seamless execution of client requests.
* Accurately open and close accounts within wealth operating systems, including the initiation and tracking of deposits, cash, and asset transfers.
* Articulate the full scope of JFG products and services, effectively communicating with clients and internal stakeholders.
* Research and resolve client inquiries and issues, demonstrating initiative and problem-solving skills.
* Collaborate with Wealth Portfolio Managers and Advisors to execute trades and verify transactions.
* Review, disburse, and update required reports, ensuring compliance with industry standards and regulatory requirements.
* Process client requests, including wire transactions, funds transfers, distributions, and general servicing needs.
* Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements, and exercising sound judgment.

#### Job Requirements

* Bachelor's degree with a minimum of 3 years of experience in the financial services industry, or equivalent experience in lieu of education.
* Excellent oral and written communication skills, proven organizational, analytical, and follow-up skills.
* Proficient in MS Office Suite, trust accounting systems, and bank operating systems.
* Investment custody and/or trust accounting system knowledge is highly desirable.
* Experienced WM Assistants will have working knowledge of specific software, such as financial planning software and trading calculators.

#### Estimated Salary

The estimated salary for this position is $65,000 to $85,000 per year, depending on experience and qualifications. This figure is based on industry standards and market conditions in the location.

#### Why Join Johnson Bank

As a Wealth Operations Specialist at Johnson Bank, you will have the opportunity to work with a dynamic team of professionals who are dedicated to delivering exceptional client experiences. Our company culture values innovation, collaboration, and continuous learning, providing a supportive and challenging work environment.

#### Benefits

* Competitive salary and bonus structure
* Comprehensive benefits package, including medical, dental, and vision coverage
* 401(k) plan with company match
* Opportunities for professional growth and development
* Collaborative and dynamic work environment

#### How to Apply

If you are a motivated and experienced professional looking to join a dynamic team, please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you

  • Racine, Wisconsin, United States Modine Manufacturing Company Full time

    **Company Overview**Modine Manufacturing Company is a leading provider of thermal management solutions, dedicated to engineering a cleaner and healthier world. With over 100 years of excellence, the company offers trusted systems and solutions that improve air quality, conserve natural resources, and reduce energy consumption. Headquartered in Racine,...


  • Racine, Wisconsin, United States Halpin Staffing Services Full time

    Job DetailsHalpin Staffing Services is seeking a skilled individual to fill a Manufacturing Operations Specialist role.Available shifts include 1st and 3rd shifts.Responsibilities will include assembly and packaging.Previous manufacturing experience is preferred.As a top local staffing agency in Southeastern Wisconsin and Northeastern Illinois, Halpin...


  • Racine, Wisconsin, United States Sportsman's Warehouse Full time

    Job Summary:The Ecommerce Operations Specialist will assist the Receiving Manager with all aspects of ecommerce receiving operations, including order processing and tracking, and documentation. This role will work closely with Accounts Receivable/Payable to ensure all possible credits are being taken and will manage Ship from Store and keep all orders up to...


  • Racine, Wisconsin, United States Ascension Full time

    We are seeking a highly skilled Surgical Operating Room Specialist to join our team at Ascension Wisconsin. This is a rewarding career opportunity to work in a dynamic environment where you can make a positive impact on the lives of our patients.As a Surgical Operating Room Specialist, you will be responsible for facilitating the safe and efficient...


  • Racine, Wisconsin, United States 24 Seven Talent Full time

    At 24 Seven Talent, we are seeking a highly skilled Supply Chain Operations Specialist to join our team. As a key member of our supply chain team, you will be responsible for managing and maintaining accurate and up-to-date customer master data in our SAP system.Key Responsibilities:Partner with business units, shared services, and IT experts to ensure data...


  • Racine, Wisconsin, United States Access Healthcare Full time

    Job Title: Travel Imaging SpecialistJob Summary: Access Healthcare is seeking a skilled Travel Imaging Specialist to join our team. As a Travel Imaging Specialist, you will be responsible for operating imaging equipment to produce high-quality diagnostic images. This is a travel position, and you will have the opportunity to work in various locations and...


  • Racine, Wisconsin, United States All-Stat Portable Full time

    Diagnostic Imaging Specialist Job DescriptionWe are seeking a skilled Diagnostic Imaging Specialist to join our team at All-Stat Portable. As a Diagnostic Imaging Specialist, you will be responsible for performing diagnostic and radiographic exams, while following established procedures for patient care, operations, and safety.Key Responsibilities:Perform...


  • Racine, Wisconsin, United States CSL Plasma Full time

    Job SummaryThe Phlebotomist Specialist will be responsible for the efficient and effective collection of plasma by performing venipuncture, monitoring the pheresis process, and following Standard Operating Procedures (SOPs). The ideal candidate will have a strong understanding of medical terminology and be able to work in a fast-paced environment.Key...


  • Racine, Wisconsin, United States Aequor Allied Full time

    Job Title: Radiology Imaging SpecialistJob Description:Aequor Allied is seeking a skilled Radiology Imaging Specialist for a travel job in a reputable healthcare facility. The ideal candidate will have experience in operating CT scanners and providing high-quality imaging services to patients.Key Responsibilities:* Operate CT scanners to produce high-quality...


  • Racine, Wisconsin, United States Gifted Healthcare Full time

    Diagnostic Imaging SpecialistGifted Healthcare is an award-winning staffing agency that offers clinician contracts at premier healthcare facilities across the United States. Our Diagnostic Imaging Specialist will operate CAT scan and send images to radiologists for interpretation. The Diagnostic Imaging Specialist determines and sets appropriate technical...

  • Cath Lab Specialist

    4 weeks ago


    Racine, Wisconsin, United States WIMIL WFH All Saints Hospital-74002 Full time

    We are seeking a skilled Cath Lab Specialist to join our team at WIMIL WFH All Saints Hospital-74002. As a Cath Lab Specialist, you will be responsible for assisting in the diagnosis and treatment of cardiovascular diseases. Your expertise will be essential in operating and maintaining the cath lab equipment, as well as ensuring the highest level of patient...


  • Racine, Wisconsin, United States Gifted Healthcare Full time

    Diagnostic Imaging SpecialistAt Gifted Healthcare, we offer a unique opportunity for skilled professionals to excel in the field of diagnostic imaging. As a Diagnostic Imaging Specialist, you will play a vital role in operating CAT scan equipment and sending images to radiologists for interpretation.Key Responsibilities:Administer contrast material...


  • Racine, Wisconsin, United States Uniti Med Full time

    Job Title: Radiology Imaging SpecialistJob Description:Uniti Med is seeking a skilled Radiology Imaging Specialist for a travel job in a major healthcare facility. The ideal candidate will have experience in operating CT scanners and providing high-quality imaging services to patients.Key Responsibilities: Operate CT scanners to produce high-quality images...


  • Racine, Wisconsin, United States Universal Logistics Holdings Full time

    We are seeking a skilled Forklift Operator to join our team at Universal Logistics Holdings. As a Forklift Operator, you will be responsible for safely and efficiently operating a forklift to move materials throughout our warehouse.Key Responsibilities:Operate a forklift to transport materials and productsEnsure a safe working environment by following all...


  • Racine, Wisconsin, United States Nuwest Group Full time

    Job OpportunityWe are seeking a skilled Diagnostic Imaging Specialist to join our team at a top-rated facility in Racine, WI. This is a travel assignment, 5x8 evening position that offers a great work-life balance.Key ResponsibilitiesAs a Diagnostic Imaging Specialist, you will be responsible for operating computed tomography (CT) scanners to produce...


  • Racine, Wisconsin, United States OneStaff Medical Full time

    We are seeking a skilled Diagnostic Imaging Specialist to join our team at OneStaff Medical. As a Diagnostic Imaging Specialist, you will be responsible for operating CT scanners and ensuring high-quality images for accurate diagnoses.About the AssignmentThis is a 13-week travel assignment with a guaranteed 40 hours per week. You will work 10-hour shifts, 10...


  • Racine, Wisconsin, United States Robert W. Baird & Co. Full time

    Job Summary:As a Client Service Representative at Robert W. Baird & Co., you will play a vital role in providing exceptional client service and operational support to our Financial Advisors. Your primary responsibility will be to coordinate client onboarding, manage prospect pipelines, and assist with proposal generation. You will also be responsible for...


  • Racine, Wisconsin, United States SGS Consulting Full time

    About SGS ConsultingWelcome to SGS Consulting, your trusted partner for healthcare staffing.We understand the critical importance of having the best talent for healthcare facilities. Whether you're a healthcare institution seeking dedicated professionals or a healthcare professional looking for your next career opportunity, we are here to bridge the gap.Our...


  • Racine, Wisconsin, United States OneStaff Medical Full time

    OneStaff Medical is seeking a skilled Diagnostic Imaging Specialist for a challenging assignment in a dynamic healthcare environment.Job Description & RequirementsSpecialty: Diagnostic ImagingDiscipline: Allied Health Professional40 hours per weekShift: 10 hours, nightsEmployment Type: TravelAs a Diagnostic Imaging Specialist, you will be responsible for...


  • Racine, Wisconsin, United States ADN Healthcare Full time

    ADN Healthcare is seeking a skilled Radiology Imaging Specialist for a travel assignment in a dynamic healthcare environment.Job DetailsSpecialty: Radiology ImagingDiscipline: Allied Health ProfessionalEmployment Type: TravelAs a Radiology Imaging Specialist, you will be responsible for operating CT scanners and other imaging equipment to produce...