Description
Casework (90%):
- Create basic to intermediate level financial plans with a high degree of accuracy for general OPS subscribers.
- With guidance, understand and apply special instructions that are outside of OPS standards. Make recommendations for improving standard work and/or work processes.
- Read and interpret output of financial plans and recognize and resolve basic inconsistencies. May need to elevate to address those requiring more advanced knowledge.
- Perform final quality checks for peers and more junior staff.
- Use basic planning and investment knowledge to provide flexibility on standard work.
Team Responsibilities and Client Experience (10%):
- Gives and receives regular feedback/information in an open and positive manner, utilizing the team’s supported communication channels.
- Recognizes and questions inconsistencies.
- Contributes to a positive environment by openly communicating new ideas/solutions, perspectives and experiences in team meetings, training sessions, 1x1s and huddles.
- Demonstrate behaviors that reflect and support the company and department values, vision, and culture of learning/growth.
- Communication is professional, complete, accurate, and effective.
- Appropriately escalates non‑standard requests to Lead/Mentor as appropriate.
- Complete Workday Learnings in a timely manner, meeting deadlines.
Qualifications
- Bachelor’s degree in relevant field.
- Soft skills: Effective communicator, data entry, ability to work independently.
Job Type & Location
This is a Contract position based out of Milwaukee, WI.
Pay and Benefits
The pay range for this position is $20.00 - $23.00/hr.
Eligibility requirements apply to some benefits and may depend on classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan or program terms.
Benefits may include (subject to eligibility):
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre‑tax and Roth post‑tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long‑term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Milwaukee, WI.
Application Deadline
This position is anticipated to close on Jun 15, 2026.
EEO Statement
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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