Job(s) 1 to 12 of 12
DateJob TitleRelevanceCompanyJob LocationSalary
10/17/2014Client Relations Specialist Application on Employer's WebsiteSVABrookfield, WINot Provided
 Recently PostedJob Description: SVA Plumb Wealth Management, LLC provides individual clients with comprehensive financial planning, investment advisory and portfolio management services. SVA Plumb Wealth Management, LLC also provides services to business clients to include all aspects of qualified and non-qualified retirement plans. All s ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Finance - Operations/Admin
10/16/2014Senior Operations/Compliance SpecialistWaukesha State BankOconomowoc, WINot Provided
 Recently Posted
Federal Contractor
Senior Operations/Compliance Specialist Prairie Financial Group® A Division of Waukesha State Bank   Prairie Financial Group® Profile: Prairie Financial Group®, Waukesha State Bank's wealth management division, is committed to delivering exceptional customer service in an environment that is transpa ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
10/16/2014Investment Sales AssistantThe Benefit Companies, Inc.Brookfield, WINot Provided
 Recently PostedRecognized as one of Wisconsin’s premier financial services firms, BeneVest, a member of The Benefit Companies, Inc., assists clients with achieving their financial goals.  We provide comprehensive, individualized service focused on understanding and achieving clients’ unique needs and objectives.   ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Advisor/Services
10/16/2014Recordkeeping Service AccountantRetirement Benefits CompanyBrookfield, WINot Provided
 Recently PostedWe are looking for a talented individual to join our 401k Administration team as a Recordkeeping Service Accountant. This position is ideal for an individual who enjoys multi-tasking, data management, and working in a fast paced environment.  Job Responsibilities: Provides functional support in th ...
 Related:  Accounting - General,  Investment - Operations/Admin,  Finance - Operations/Admin
10/4/2014Assistant Manager Retirement Plan Services - National Accoun... Application on Employer's WebsiteGreat-West FinancialDenver, CO; Glendale, WINot Provided
 Federal ContractorAssistant Manager Retirement Plan Services - National AccountsJob ID 10121# Positions 1Location US-CO-Denver (DTC)US-WI-GlendalePosted Date 10/3/2014Category Account Operations Share this job on LinkedIn.Position HighlightsFASCore LLC, the recordkeeping services division of Great-West Financial, currently has an opening ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Advisor/Services
10/3/2014Financial Services Assistant Application on Employer's WebsiteReis Financial Services, LLCBrookfield, WI; Pewaukee, WI; West Bend, WISalary based on experience
 Join a growth-oriented financial planning firm located in West Bend. We are looking for a qualified individual to fill our Financial Services Assistant position.  This position plays an important role in: Processing new accounts Transferring assets Preparing paperwork Gathering client data Updating exist ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Advisor/Services
10/7/2014Wealth Investment Analyst Application on Employer's WebsiteJohnson Financial GroupRacine, WINot Provided
 Federal ContractorTracking Code7887Job Description The primary role of the Investment Analyst is to conduct fundamental research and due diligence on mutual funds and money managers. The Investment Analyst is responsible for developing and maintaining the Approved List of mutual funds for use by Relationship Managers and Portfolio Managers ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  Finance - Operations/Admin
10/15/2014Experienced Investment Banking Associate - Industrial Team Application on Employer's WebsiteRobert W. Baird & Co.Milwaukee, WINot Provided
 Recently PostedBaird Position Title:Experienced Investment Banking Associate - Industrial TeamDepartmentInvestment BankingReq TypeExemptLocationWI - MilwaukeeJob DescriptionFor nearly 95 years, Baird has provided high-quality financial advice and services with clients' best interests in mind. Employee owned and independent, Baird serves i ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
9/19/2014Investment Closing Coordinator Application on Employer's WebsiteNorthwestern MutualMilwaukee, WINot Provided
 Federal ContractorJob ID: 14-0947 Description: BASIC FUNCTION: Under the direction of the Director - Investment Closing and the general guidance of the Investment Closing Specialists, responsible for the initial preparation of the loan closing documentation on selected investments. Provides legal and general administrative assistant supp ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin
10/21/2014Sr. Relationship Manager (Wealth Mgt.) Application on Employer's WebsitePNC Financial Services Group,...Milwaukee, WINot Provided
 Recently Posted
Federal Contractor
Auto req ID 194490BR Position Title Sr. Relationship Manager (Wealth Mgt.) Line of Business Asset Management Group Position City WI - Milwaukee Location(s) WI - Milwaukee Building Location Code WI033 - Milwaukee - 411 E Wisconsin Job Type Regular Job Status Full Time Job Description As a Relationsh ...
 Related:  Investment - Operations/Admin
10/4/2014Paralegal - Accident Fund Milwaukee Application on Employer's WebsiteAccident Fund Insurance Compan...Milwaukee, WINot Provided
 Requisition Number: 14-441 Job Title: Paralegal - Accident Fund Milwaukee Area of Interest: All Areas of InterestsWorking Days: Monday through FridayWorking Hours: 8 AM to 4:30 PMCity: MilwaukeeState / Province: WisconsinSummary: This position will assist attorneys in all aspects of legal case preparation and file managemen ...
 Related:  Legal - Paralegal and Support Staff,  Investment - Operations/Admin
10/8/2014Portfolio Region Manager-Chicago Region Application on Employer's WebsiteBaxter HealthcareRound Lake, ILNot Provided
 Portfolio Region Manager-Chicago Region Portfolio Region Manager - Chicago Region The Portfolio Region Manager (Central Area/Chicago Region) will have responsibility for the following states: Illinois, Wisconsin, Indiana, Western Michigan/U.P. Michigan and Western Kentucky. This individual will manage 8 Portfolio Terri ...
 Related:  Management and Supervision,  Investment - Operations/Admin,  Marketing - Advertising

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