Job(s) 1 to 14 of 14
DateJob TitleRelevanceCompanyJob LocationSalary
4/25/2015Operations Clerk - Part-TimePaulaHoganGlendale, WINot Provided
 Recently PostedPaulaHogan, a Milwaukee-based fee-only financial advisory firm offering portfolio management and comprehensive planning services to individuals and families, is expanding its operations support team. This newly created position in Glendale is perfect for a detail-oriented, personable individual with a desire to ...
 Related:  Admin - Data Entry/Billing,  Investment - Operations/Admin,  Finance - Operations/Admin
4/23/2015Head of Fund Administration Application on Employer's WebsiteUMB Financial CorporationMilwaukee, WINot Provided
 Recently Posted
Federal Contractor
Requisition Number 4699BR Job Title Head of Fund Administration Employee Type Full Time Requisition Type Exempt Function Asset Servicing Work Schedule Monday-Friday: 8:00am-5:00pm Address 803 W. Michigan Street City Milwaukee State WI Postal Code 53233 Why UMB Energetic. Friendly. Fun. Not exa ...
 Related:  Accounting - General,  Investment - Operations/Admin,  Finance - Management
4/11/2015Educational Funding AdvisorHerzing UniversityMenomonee Falls, WINot Provided
 JOB PURPOSE AND REPORTING STRUCTURE:This position involves performing customer service and administrative job duties in the university Educational Funding Department. This position typically reports to the Associate Director of Educational Funding or the Director of Educational Funding.PRIMARY DUTIES AND RESPONSIBILTIES:1. ...
 Related:  Investment - Operations/Admin
4/24/2015Registered AssistantRetirement and Investment PlanningAppleton, WI; Fond du lac, WI; West Bend, WINot Provided
 Recently PostedPosition Overview This is a professional position supporting a financial advisor serving existing and potential clients in a high volume established financial planning practice.  You will be expected to complete various tasks including working directly with the financial advisor, meeting preparation, processing of wor ...
 Related:  Investment - Operations/Admin,  Insurance - Admin/Clerical,  Finance - Advisor/Services
4/12/2015Business Development Officer - Trust & Investments Application on Employer's WebsiteFirst Business Financial Servi...Brookfield, WINot Provided
 Federal ContractorTitleBusiness Development Officer - Trust & Investments DescriptionFirst Business is a locally managed successful, entrepreneurial, and growth-oriented financial services company that specializes in focused financial solutions for businesses, key executives, and high net worth individuals through its operating companies. O ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
4/8/2015Client Service ManagerAnnex Wealth Management, LLCElm Grove, WINot Provided
 Join an exciting fast growing team!
Client Service Manager You will be one of the primary points of contact for all service related needs of a wealth management client, which means you must have the ability to multi-task and remain extremely organized.  In addition to service tasks, you must be skilled at maintaining and building client r ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Advisor/Services
4/6/2015Investment Banking Junior Banker Program Manager Application on Employer's WebsiteRobert W. Baird & Co.Milwaukee, WINot Provided
 Baird Position Title:Investment Banking Junior Banker Program ManagerDepartmentInvestment BankingReq TypeExemptLocationWI - MilwaukeeJob DescriptionThis newly created position is responsible for the overall talent oversight and management of the JuniorBanker Program for all Investment Banking Associates, Financial Analysts ...
 Related:  Investment - Operations/Admin,  Project Management ,  HR - Recruiting
3/31/2015Fund Services Intern Application on Employer's WebsiteUMB Financial CorporationMilwaukee, WINot Provided
 Federal ContractorRequisition Number 4558BR Job Title Fund Services Intern Employee Type Full Time Requisition Type Non-Exempt Function Contractor Work Schedule Monday-Friday: 8:00am-5:00pm Address 235 W Galena Street City Milwaukee State WI Postal Code 53212-3948 Why UMB Energetic. Friendly. Fun. Not exactly t ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Internships
3/26/2015Registered Client Service Representative for Retirement and...Maureen McCabe LLCGlendale, WIcommensurate with experience
   Registered Client Service Representative for Securities and Investments SUMMARY: Excellent opportunity for a Series 6 or 7 licensed individual who is interested in pursuing a challenging career in Financial Services in a small North Shore Office working closely with a CFP® professional. T ...
 Related:  Investment - Operations/Admin,  Insurance - Admin/Clerical,  Finance - Advisor/Services
3/31/2015Experienced Investment Banking Associate - Industrial Team Application on Employer's WebsiteRobert W. Baird & Co.Milwaukee, WINot Provided
 Baird 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:  Banking - General,  Investment - Operations/Admin,  Finance - Treasury/Risk
3/30/2015Administrative AssociateSattell, Johnson, Appel & Co,...Menomonee Falls, WI; Milwaukee, WI; Waukesha, WINot Provided
 Company Description: SJA Financial Advisory is a dynamic and quickly growing fee-only personal financial planning and investment management firm affiliated with Sattell, Johnson, Appel & Co. a CPA firm with 60 years in the community.  We provide comprehensive personal financial planning services to several hundred ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Finance - Operations/Admin
4/7/2015MBA Summer Internship - Global Innovation Application on Employer's WebsiteJohnson Controls, Inc.Milwaukee, WINot Provided
 Federal ContractorDON'T JUST MAKE A LIVING. MAKE LIVING BETTER.Johnson Controls (www.johnsoncontrols.com) is the global leader that brings ingenuity to the places where people live, work and travel. By integrating technologies, products and services, Johnson Controls creates smart environments that redefine the relationships between people ...
 Related:  Consulting Services,  Investment - Operations/Admin,  Internships
3/27/2015Portfolio Lead - Nemschoff Application on Employer's WebsiteHerman MillerSheboygan, WINot Provided
 Portfolio Lead - NemschoffGeneral Purpose:Serves as the owner of a specified portfolio of products. Assists in the development and execution of market-facing plans to support the product portfolio strategy from a Product Management, regional market share, and financial performance standpoint. Serves as a critical position w ...
 Related:  Investment - Operations/Admin
2/13/2015Sr. Relationship Manager (Wealth Mgt.) Application on Employer's WebsitePNC Financial Services Group,...Milwaukee, WINot Provided
 Federal ContractorAuto 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

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