CareerPlanSign in

Multiple positions - Part Time Custody Operations Specialist - Wealth Operations

Milwaukee, WI, US💼 Part-time💰 $20–$20🗓 2026-09-29 → 2026-09-30

Core

Part-time specialist supporting critical operational functions in Wealth Management & Investment Services, including policy application, data entry, and team project support.

Role type

Part-time Custody Operations Specialist

Builds

Operational support for Wealth Management & Investment Services teams

Domain

Financial Services / Wealth Management

Required skills

Data entry accuracy, Regulatory and accounting principles understanding, System/process learning, Multitasking, Analytical thinking, Microsoft Office proficiency

Responsibilities

Navigating and applying policies and procedures, Performing data entry with accuracy, Contributing to team projects, Supporting teammates with day-to-day tasks

Sourced via workday · Listed on CareerPlan, which tracks 877,000+ jobs from 20+ sources.