Job(s) 1 to 11 of 11
DateJob TitleRelevanceCompanyJob LocationSalary
7/21/2014Accounting Assistant (Part Time)Division 10 PersonnelMilwaukee, WINot Provided
There is an Accounting Assistant position immediately available with an investment advisory firm in the Milwaukee area. This company manages assets of high net worth individuals and retirement funds. They use fixed income products such as government, municipal  and corporate bonds for their clients.   The Accoun ...
 Related:  Accounting - Bookkeeping/Clerical,  Investment - Operations/Admin,  Finance - Operations/Admin
7/23/2014Administrative AssistantCharles T Sauer Northwestern M...Milwaukee, WI$30,000 -$45,000
Administrative Assistant   With Charlie Sauer – Northwestern Mutual, Milwaukee, WI We are seeking a full time administrative professional to support our growing team. Our team works with individuals and businesses on a range of insurance and investment products to help them accumulate and protect savings. ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Insurance - Admin/Clerical
7/20/2014Internal Marketing AssociateReinhart Partners, Inc.Mequon, WINot Provided
Firm Description Reinhart Partners, Inc. is a Registered Investment Advisor headquartered in Mequon, WI.  Our mission is to employ a highly skilled team of professionals dedicated to one goal: to exceed our clients’ investment objectives through the active management of equity and fixed income portfolios.  ...
 Related:  Marketing - General,  Investment - Operations/Admin,  Sales - Representatives/Service
7/16/2014Investment Sales AssistantThe Benefit Companies, Inc.Brookfield, WINot Provided
 Recognized 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
7/14/2014Financial Services AssistantReis 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
7/14/2014Global Portfolio ManagerSealed Air CorporationSturtevant, WINot Provided
 Global Portfolio ManagerJob Location US-WI-RacinePosted Date 1/20/2014Overview: Sealed Air Corporation creates a world that feels, tastes and works better. In 2012, the Company generated revenue of approximately $7.6 billion by helping our customers achieve their sustainability goals in the face of today's biggest social an ...
 Related:  Management and Supervision,  Investment - Operations/Admin
6/30/2014Client Service SpecialistMulti-family office offering an integrated approach to wealth managementBrookfield, WI; Waukesha, WI; Milwaukee, WINot Provided
 The Client Service Specialist is responsible for performing a variety of technical and procedural services for high net-worth clients, including investment performance reporting, investment services coordination, accounting support, bill payments, payroll processing and other related services. Essential Duties ...
 Related:  Accounting - General,  Investment - Operations/Admin,  Finance - Operations/Admin
7/16/2014Investment Associate (Part-time 24 hrs)BMO Harris BankMilwaukee, WINot Provided
 The Investment Associate II is accountable to provide administrative and operational support to Financial Advisors in delivering exceptional customer service and building strong relationship to clients seeking financial and investment planning, and advice. This role will provide specialized support related to investment cl ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
7/11/2014Client Services RepresentativeWFA StaffingBrookfield, WI$40,000-$60,000
 Career opportunity
Fast growing Financial Services firm with great reputation is in need of an additional Client Services Representative. This person will manage client relationships develop financial planning strategies and process securities related business for the company.  This position works closely with the financial advisors and ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Advisor/Services
7/18/2014Chase Private Client Investment Associate - Cudahy, WIJPMorgan Chase & Co.Cudahy, WINot Provided
Chase Private Client Investment Associate - Cudahy, WIChase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries We serve more than 50 million consumers and small businesses thr ...
 Related:  Investment - Operations/Admin
6/28/2014Portfolio Region Manager-Chicago RegionBaxter 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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