Job(s) 1 to 15 of 20
DateJob TitleRelevanceCompanyJob LocationSalary
4/27/2015Senior Internal Auditor Application on Employer's WebsiteJohnson Controls, Inc.Milwaukee, WINot Provided
 Recently Posted
Federal Contractor
Senior Auditor Context of RoleAs a Senior Auditor, you will have an opportunity to execute field audits both domestically and internationally. You will be exposed to all levels of management, and will work and collaborate with all business units. You will be a peer of a dynamic and driven team that conducts evaluations of ...
 Related:  Insurance - Management,  Insurance - Broker,  Investment - Operations/Admin
4/27/2015Operations 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
4/27/2015Executive AssistantFinancial Wealth Management, L...Madison, WI$35,000-$45,000 p/y
 Recently PostedFinancial Wealth Management, LLC an investment advisory firm located on the west side of Madison is seeking a full-time Executive Assistant.  Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn, customer service oriented, and computer savvy. Working hours are 8 ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Finance - Operations/Admin
4/27/2015Associate Wealth Management AdvisorThomas J HorkyMiddleton, WINot Provided
 Recently PostedStrong Organizational Associate Wealth Management Needed
We are in search of a positive, team based Series 7 licensed individual to join our team.  This individual must possess strong organizational skills and have a high attention to detail.  The selected candidate will be working closely with two Wealth Management Advisors affiliated with the Northwestern Mutual Wealt ...
 Related:  Investment - Management,  Investment - Trading,  Investment - 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
4/24/2015Registered 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
4/11/2015Educational 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
4/8/2015Client 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
4/20/2015Retirement & Investment Specialist Job Application on Employer's WebsiteCUNA MutualMadison, WINot Provided
 Work Location: Madison, WIWe are seeking an uncommon professional to join our team as a Retirement & Investment SpecialistJob Responsibilities50% 1. Support credit union participants and members requesting pension, insurance or investment information. Requests can be received through incoming telephone calls and e-mails. As ...
 Related:  Investment - Operations/Admin
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
4/6/2015Investment 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

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