Investment: Operations/Admin Jobs

Job ID: 20102605-2518 Description: Scottrade, Inc. has a Branch Stock Broker position available in Oak Creek, WI. This Stock Broker will provide excellent customer service in a professional manner, have a current Series 7 and Series 63 license, and continuously strive for excellence. A Scot ...

Job ID: 20101108-2866 Description: Scottrade, Inc. has a Branch Internship opportunity available in Mequon, WI. As an intern at Scottrade, you will learn about various aspects of the online brokerage business by working side by side with a successful branch manager and experienced stock broke ...

UMB employs more than 3,000 associates and operates financial institutions across Missouri, Illinois, Colorado, Kansas, Oklahoma, Arizona, Indiana and Nebraska. Subsidiaries of the holding company include Scout Investment Advisors in Kansas City, UMB Fund Services in Milwaukee and single purpose companies for brokerage serv ...

Contribute to the continued growth and development of a prominent wealth management firm.

We are seeking a highly motivated and organized individual to assist with multiple facets of our business. Job responsibilities will include: Primary responsibility for administering the sales and marketing process for prospective clients, including maintaining our database system, communicating with pros ...

Rare opportunity to be a key player in a growing, high-integrity financial firm

You can be a key member of a small, nationally-recognized, independent, fee-only financial planning firm based in Milwaukee. The Portfolio Administrator is responsible for running our back office. The successful candidate will maintain client portfolio records, communicate portfolio activity to clients ...

Responsibilities: Daily reconcilement of load and no-load, multiple fund demand deposit accounts. Including the reconcilement of purchase monies, redemption payments, redemption fees, Fund/Serv trades, IRA and wire fees, commissions and distributor fees, taxes, bounced checks, stopped payments, replacement checks, dividend ...

UMB employs more than 3,000 associates and operates financial institutions across Missouri, Illinois, Colorado, Kansas, Oklahoma, Arizona, Indiana and Nebraska. Subsidiaries of the holding company include Scout Investment Advisors in Kansas City, UMB Fund Services in Milwaukee and single purpose companies for brokerage serv ...

Selected by Madison Magazine in 2010 as one of the top places to work in Madison, WI, UW Credit Union is looking for an individual who wants to join a growing organization who is committed to being part of a service minded, performance oriented organization. If you want to join a highly engaged employee group this opportuni ...

Our client is seeking a Proposal Analyst to join their team. In this role you will be responsible for providing proposal project management leadership over teams comprised of operational, sales, and pricing personnel assembled to create winning proposals in support of company’s business development objectives. The P ...


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	Date	Activity	Job Title Relevance	Company	Job Location	Salary

	9/2/2010		Branch Stock Broker - Oak Creek, WIView Similar Jobs	Scottrade, Inc	Oak Creek, WI	Not Provided
			Job ID: 20102605-2518 Description: Scottrade, Inc. has a Branch Stock Broker position available in Oak Creek, WI. This Stock Broker will provide excellent customer service in a professional manner, have a current Series 7 and Series 63 license, and continuously strive for excellence. A Scot ...
			Categories: Investment - Trading, Investment - Operations/Admin
	9/2/2010		Internship (Finance/Economics) - Mequon, WIView Similar Jobs	Scottrade, Inc	Mequon, WI	Not Provided
			Job ID: 20101108-2866 Description: Scottrade, Inc. has a Branch Internship opportunity available in Mequon, WI. As an intern at Scottrade, you will learn about various aspects of the online brokerage business by working side by side with a successful branch manager and experienced stock broke ...
			Categories: Investment - Trading, Investment - Operations/Admin
	8/27/2010		Fund AdministratorView Similar Jobs	UMB Fund Services, Inc.	Milwaukee, WI	Not Provided
			UMB employs more than 3,000 associates and operates financial institutions across Missouri, Illinois, Colorado, Kansas, Oklahoma, Arizona, Indiana and Nebraska. Subsidiaries of the holding company include Scout Investment Advisors in Kansas City, UMB Fund Services in Milwaukee and single purpose companies for brokerage serv ...
			Categories: Accounting - General, Investment - Operations/Admin, Accounting - Management
	8/23/2010		Sales & Marketing / Client Service / Office Administration AssistantView Similar Jobs	Annex Wealth Management, LLC	Brookfield, Elm Grove, New Berlin, Waukesha, Wauwatosa, WI	Not Provided
			Contribute to the continued growth and development of a prominent wealth management firm.
			We are seeking a highly motivated and organized individual to assist with multiple facets of our business. Job responsibilities will include: Primary responsibility for administering the sales and marketing process for prospective clients, including maintaining our database system, communicating with pros ...
			Categories: Marketing, Investment - Operations/Admin, Finance - Operations/Admin
	8/12/2010		Portfolio AdministratorView Similar Jobs	Paula Hogan	Milwaukee, WI	Not Provided
			Rare opportunity to be a key player in a growing, high-integrity financial firm
			You can be a key member of a small, nationally-recognized, independent, fee-only financial planning firm based in Milwaukee. The Portfolio Administrator is responsible for running our back office. The successful candidate will maintain client portfolio records, communicate portfolio activity to clients ...
			Categories: Legal - Paralegal and Support Staff, Investment - Operations/Admin, Finance - Operations/Admin
	8/16/2010		Reconciliation SpecialistView Similar Jobs	UMB Fund Services, Inc.	Milwaukee, WI	Not Provided
			Responsibilities: Daily reconcilement of load and no-load, multiple fund demand deposit accounts. Including the reconcilement of purchase monies, redemption payments, redemption fees, Fund/Serv trades, IRA and wire fees, commissions and distributor fees, taxes, bounced checks, stopped payments, replacement checks, dividend ...
			Categories: Accounting - General, Accounting - Bookkeeping/Clerical, Investment - Operations/Admin
	8/16/2010		Client Relations AnalystView Similar Jobs	UMB Fund Services, Inc.	Milwaukee, WI	Not Provided
			UMB employs more than 3,000 associates and operates financial institutions across Missouri, Illinois, Colorado, Kansas, Oklahoma, Arizona, Indiana and Nebraska. Subsidiaries of the holding company include Scout Investment Advisors in Kansas City, UMB Fund Services in Milwaukee and single purpose companies for brokerage serv ...
			Categories: Customer Service - General, Investment - Operations/Admin, Finance - Operations/Admin
	8/6/2010		Investment Sales AssistantView Similar Jobs	UW Credit Union	Madison, WI	$13.94-$18.51 starting
			Selected by Madison Magazine in 2010 as one of the top places to work in Madison, WI, UW Credit Union is looking for an individual who wants to join a growing organization who is committed to being part of a service minded, performance oriented organization. If you want to join a highly engaged employee group this opportuni ...
			Categories: Investment - Operations/Admin, Finance - Advisor/Services
	8/2/2010		Proposal Analyst - Healthcare / Health Insurance experienceView Similar Jobs	Search Partners, Inc.	Germantown, Glendale, Menomonee Falls, Mequon, Milwaukee, WI	Not Provided
			Our client is seeking a Proposal Analyst to join their team. In this role you will be responsible for providing proposal project management leadership over teams comprised of operational, sales, and pricing personnel assembled to create winning proposals in support of company’s business development objectives. The P ...
			Categories: Insurance - Underwriting, Healthcare - Administration/Billing, Investment - Operations/Admin
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