| 5/21/2013 | Financial Services Assistant | Reis Financial Services, LLC | West Bend, WI | 36,000 to 45,000 |
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Join a growth-oriented financial planning firm in West Bend seeking a Financial Services Assistant. This full-time position plays an important role in processing new accounts, transferring assets, preparing paperwork, gathering client data, updating accounts and trading. Individual must have excellent interpersonal and o ... |
| | Related: Investment - Operations/Admin, Finance - Advisor/Services |
| 5/21/2013 | Common Trust Fund Accountant (Entry... | BMO Harris Bank | Milwaukee, WI | Not Provided |
| Job ID:114619Job Title:Common Trust Fund Accountant (Entry Level Daily Trust Accounting on Assigned Funds; Core Hours from 9 a.m. - 6 p.m.; Role Based in Milwaukee - West Park Place)Banking Group:Private Client GroupWork Address 1: Work Address 2: Country:United States of AmericaState/Province:WisconsinCity:MilwaukeeJob Typ ... |
| | Related: Accounting - General, Investment - Operations/Admin, Sales - Representatives/Service |
| 5/21/2013 | Corporate Governance Analyst | State of Wisconsin Investment ... | Madison, WI | Not Provided |
| About the Opportunity
SWIB is seeking an entry-level analyst to join its Corporate Governance Team. The primary purpose of this position is to obtain current knowledge about governance topics, policy, and issue in order to analyze routine proxy votes. The incumbent will be required to analyze large data sets and produce su ... |
| | Related: Investment - Operations/Admin, Finance - Operations/Admin, Government - Local/Federal |
| 5/20/2013 | Reconciliation Specialist | UMB Fund Services, Inc. | Milwaukee, WI | Not Provided |
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Energetic. Friendly. Fun. Not exactly the words that first come to mind when you think about working in the financial industry, right? We get it. At UMB we pride ourselves on being different. We operate in a team-based environment, made up of diverse associates who are passionate, innovative and focused!
We have plenty ... |
| | Related: Accounting - General, Accounting - Bookkeeping/Clerical, Investment - Operations/Admin |
| 5/17/2013 | Trust Accountant | Godfrey & Kahn, S.C. | Milwaukee, WI | Not Provided |
| Essential Functions:
Complete daily requests from attorneys – including but not limited to: making deposits, issuing checks, processing wires, opening/closing bank accounts, contacting Brokers/Custodians.
Set-up, process and monitor recurring or scheduled account transactions or events notifying ot ... |
| | Related: Accounting - General, Investment - Operations/Admin, Finance - Operations/Admin |
| 5/15/2013 | Marketing Assistant | Prudential Financial | West Allis, WI | Not Provided |
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The “I’m Ready for Something New” Challenge
The Prudential Insurance Company of America has been meeting our customers’ financial challenges for over 135 years, with an ever-growing network of locations across the country. Now, we have a challenge for you, with an exciting new oppor ... |
| | Related: Investment - Operations/Admin, Finance - Operations/Admin, Insurance - Admin/Clerical |
| 5/13/2013 | Client Service Administrator - Fina... | Paula Hogan | Glendale, WI | Not Provided |
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Paula Hogan has an immediate opportunity for a financial services professional who can make our back office hum!
This important team member will support the financial planning team operationally and provide excellent service to clients. The Client Service Administrator works closely with the ... |
| | Related: Investment - Operations/Admin, Finance - Operations/Admin, Finance - Advisor/Services |
| 5/9/2013 | Administrative Coordinator | Division 10 Personnel | Milwaukee, WI | Not Provided |
| | Our client, a multi-billion dollar, Milwaukee-area investment manager, is currently interviewing candidates for a key role as an Administrative Coordinator. This individual will join the team that supports the investment management process by providing the portfolio managers with specific account and market information. Dut ... |
| | Related: Investment - Operations/Admin, Finance - Operations/Admin |
| 5/9/2013 | Admin Assistant for Wealth Manageme... | Strosahl CPA's & Wealth Manage... | Menomonee Falls, WI | Not Provided |
| | Administrative Assistant for Wealth Management/CPA Firm
Growing wealth management/CPA office offers an exciting and professional environment with the opportunity for both personal and professional growth. Our team needs to add a part-time or full-time Administrative Assistant who has over 2 years expe ... |
| | Related: Admin - Secretarial and Office Mgmt, Investment - Operations/Admin, Finance - Operations/Admin |
| 5/20/2013 | Operations Specialist | UMB Fund Services, Inc. | Milwaukee, WI | Not Provided |
| Energetic. Friendly. Fun. Not exactly the words that first come to mind when you think about working in the financial industry, right? We get it. At UMB we pride ourselves on being different. We operate in a team-based environment, made up of diverse associates who are passionate, innovative and focused!
We have plenty of ... |
| | Related: Customer Service - Call Center, Investment - Operations/Admin, Finance - Operations/Admin |
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