Job(s) 1 to 11 of 11
DateJob TitleRelevanceCompanyJob LocationSalary
11/28/2014Executive AssistantInvestment FirmPewaukee, WINot Provided
 Recently PostedJob Description: Focus on support of company executives.  Includes:  Making complex travel arrangements and processing expense reports for company executives. Preparing meeting materials including assisting with the creation of presentations, handouts and other related materials as well as printing, binding and c ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Finance - Operations/Admin
11/19/2014Investment 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
11/25/2014Financial Services Assistant Application on Employer's WebsiteReis Financial Services, LLCBrookfield, WI; Pewaukee, WI; West Bend, WISalary based on experience
 Recently PostedJoin 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
11/27/2014Wealth Investment Analyst Application on Employer's WebsiteJohnson Financial GroupRacine, WINot Provided
 Recently Posted
Federal Contractor
Tracking 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
11/15/2014Investment Closing Coordinator Application on Employer's WebsiteNorthwestern MutualMilwaukee, WINot Provided
 Federal ContractorJob ID: 14-1425 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:  Investment - Operations/Admin
10/29/2014Retirement SpecialistWaukesha State BankOconomowoc, WINot Provided
 Federal ContractorRetirement 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 transparent, engaging and ...
 Related:  Banking - General,  Investment - Operations/Admin
11/5/2014Advisory Account Specialist Application on Employer's WebsiteNorthwestern MutualMilwaukee, WINot Provided
 Federal ContractorJob ID: 14-1310 Description: BASIC FUNCTION: Responsible for administration, supervision and monitoring of all Signature advisory programs available through the Wealth Management Company, including portfolio monitoring and relationship management. Connects with clients, field advisors and their staff, and DNOS/ADNOS rel ...
 Related:  Investment - Operations/Admin
11/18/2014Experienced 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:  Investment - Operations/Admin,  Finance - Operations/Admin
11/5/2014Securities Lending Systems Analyst/Project Coordinator Application on Employer's WebsiteBMO Harris BankMilwaukee, WINot Provided
 Federal ContractorThe BMO GAMSecurities Lending group acts as an agent lender for some of the firm's majorinstitutional trust and custody clients. This position is responsible for project implementations and support ofvarious applications for Securities Lending including coordination of projects, account conversions/de-conversions,upgrades ...
 Related:  Banking - General,  Investment - Operations/Admin,  Finance - Advisor/Services
11/18/2014Relationship Manager - Brookfield-Milwaukee, WI Application on Employer's WebsiteFidelity InvestmentsMilwaukee, WINot Provided
 Relationship Manager - Brookfield-Milwaukee, WIFidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our cu ...
 Related:  Investment - Operations/Admin
10/26/2014Sr. 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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