Investment: Operations/Admin Jobs in Milwaukee, WI

Great Opportunity to Make a Difference

Growing financial fee for services organization is seeking an experienced Client Administrator to join its staff. This newly expanded full time position offers a friendly respectful environment, competitive wages and the opportunity to establish procedures and order to the important back office functions. Th ...

Our client in the Milwaukee area is in immediate need of a Business Analyst with strong operational knowledge of RIETS, Hedge Funds, Managed Futures, and Mutual Funds. This strong operational knowledge is more important than BA skills no knowledge of these types of funds. Must have excellent written and verbal ...

Summary: The Records Management Processor is responsible for performing necessary tasks to ensure accurate maintenance of the bank’s loan files as it pertains to paid loans, releasing collateral, monitoring insurance and UCC filings. Position Expectations: Verifies the accuracy of paid note statements ...

Client Relationship Specialist SUMMARY: The Client Relationship Specialist is responsible for proactively communicating with shareholders thus building a value community of shareholders. This individual provides a high touch customer service experience to include developing effective, unique and ...

Investment Analyst, Real Estate Private Markets Group State of Wisconsin Investment Board Madison, Wisconsin About the State of Wisconsin Investment Board With approximately $78 billion in assets under management, the STATE OF WISCONSIN INVESTMENT BOARD (SWIB) is among the world’s largest institutional inve ...

Summary: The Commercial Loan Processor is responsible for performing necessary tasks to ensure an accurate and complete file is processed; collects and deposits up front fees from loan applicants; ensures compliance with Federal and State regulations regarding commercial loan origination; orders appropriate and necessary re ...

Job ID: 20092310-1141 Description: Scottrade, Inc. has a Branch Stock Broker position available in Eau Claire, 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 Scottr ...

An excellent opportunity to join the mutual fund industry. Do you have a penchant for providing outstanding customer service? We are actively interviewing candidates interested in supporting, educating, servicing, and providing overall assistance to our clients’ current and prospective shareholders on the telephone. ...

Join fast-paced, highly visible wealth management team. Client-centered, cusotmer service driven.

Financial/Investment Advisor Assistant Seeking an experienced, qualified individual to work as part of an established wealth management team. You must be independent , organized and motivated. Strong communication skills and a focus on outstanding client service are required. Qualifications we are seeking: ...

Chief Financial Officer ...


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	Date	Type	Job Title Relevance	Company	Job Location	Salary

	2/8/2010	DH	Client AdministratorView Similar Jobs	Financial Services Organization	Glendale, WI	$36-$40K per year
			Great Opportunity to Make a Difference
			Growing financial fee for services organization is seeking an experienced Client Administrator to join its staff. This newly expanded full time position offers a friendly respectful environment, competitive wages and the opportunity to establish procedures and order to the important back office functions. Th ...
			Categories: Investment - Operations/Admin, Finance - Operations/Admin
	2/4/2010	DH	Business Analyst - Mutual FundsView Similar Jobs	Codeworks, Inc.	Milwaukee, WI	Not Provided
			Our client in the Milwaukee area is in immediate need of a Business Analyst with strong operational knowledge of RIETS, Hedge Funds, Managed Futures, and Mutual Funds. This strong operational knowledge is more important than BA skills no knowledge of these types of funds. Must have excellent written and verbal ...
			Categories: IT - General, IT - Software Development, Investment - Operations/Admin
	2/8/2010	DH	Records Management ProcessorView Similar Jobs	First Bank Financial Centre	Oconomowoc, WI	Not Provided
			Summary: The Records Management Processor is responsible for performing necessary tasks to ensure accurate maintenance of the bank’s loan files as it pertains to paid loans, releasing collateral, monitoring insurance and UCC filings. Position Expectations: Verifies the accuracy of paid note statements ...
			Categories: Banking - General, Banking - Credit/Collections, Investment - Operations/Admin
	2/2/2010	DH	Client Relationship SpecialistView Similar Jobs	Heartland Advisors Inc.	Milwaukee, WI	Not Provided
			Client Relationship Specialist SUMMARY: The Client Relationship Specialist is responsible for proactively communicating with shareholders thus building a value community of shareholders. This individual provides a high touch customer service experience to include developing effective, unique and ...
			Categories: Investment - Operations/Admin, Sales - Outside, Finance - Advisor/Services
	1/27/2010	DH	Investment Analyst, Real EstateView Similar Jobs	State of Wisconsin Investment Board	Madison, WI	Not Provided
			Investment Analyst, Real Estate Private Markets Group State of Wisconsin Investment Board Madison, Wisconsin About the State of Wisconsin Investment Board With approximately $78 billion in assets under management, the STATE OF WISCONSIN INVESTMENT BOARD (SWIB) is among the world’s largest institutional inve ...
			Categories: Investment - Operations/Admin, Finance - Operations/Admin, Finance - Analyst
	2/8/2010	DH	Commercial Loan ProcessorView Similar Jobs	First Bank Financial Centre	Oconomowoc, WI	Not Provided
			Summary: The Commercial Loan Processor is responsible for performing necessary tasks to ensure an accurate and complete file is processed; collects and deposits up front fees from loan applicants; ensures compliance with Federal and State regulations regarding commercial loan origination; orders appropriate and necessary re ...
			Categories: Banking - General, Banking - Credit/Collections, Investment - Operations/Admin
	2/9/2010	DH	Branch Stock Broker - Eau Claire, WIView Similar Jobs	Scottrade, Inc	Eau Claire, WI	Not Provided
			Job ID: 20092310-1141 Description: Scottrade, Inc. has a Branch Stock Broker position available in Eau Claire, 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 Scottr ...
			Categories: Investment - Trading, Investment - Operations/Admin
	1/25/2010	DH	Investor Services RepresentativeView Similar Jobs	UMB Fund Services, Inc.	Milwaukee, WI	Not Provided
			An excellent opportunity to join the mutual fund industry. Do you have a penchant for providing outstanding customer service? We are actively interviewing candidates interested in supporting, educating, servicing, and providing overall assistance to our clients’ current and prospective shareholders on the telephone. ...
			Categories: Banking - General, Customer Service - Call Center, Investment - Operations/Admin
	1/20/2010	DH	Financial/Investment Advisor AssistantView Similar Jobs	Annex Wealth Management, LLC	Brookfield, New Berlin, Waukesha, Wauwatosa, West Milwaukee, WI	Not Provided
			Join fast-paced, highly visible wealth management team. Client-centered, cusotmer service driven.
			Financial/Investment Advisor Assistant Seeking an experienced, qualified individual to work as part of an established wealth management team. You must be independent , organized and motivated. Strong communication skills and a focus on outstanding client service are required. Qualifications we are seeking: ...
			Categories: Investment - Operations/Admin, Finance - Operations/Admin, Finance - Advisor/Services
	1/18/2010	DH	Chief Financial OfficerView Similar Jobs	Heartland Advisors Inc.	Milwaukee, WI	Not Provided
			Chief Financial Officer ...
			Categories: Investment - Operations/Admin, Finance - Management, Accounting - Management
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Investment: Operations/Admin Jobs in Milwaukee, WI (Showing Jobs 1 to 10 of 16)