Job(s) 1 to 15 of 17
DateJob TitleRelevanceCompanyJob LocationSalary
7/29/2014Administrative AssistantCharles T Sauer Northwestern M...Milwaukee, WI$30,000 -$45,000
 
 
Administrative Assistant   With Charlie Sauer – Northwestern Mutual, Milwaukee, WI We are seeking a full time administrative professional to support our growing team. Our team works with individuals and businesses on a range of insurance and investment products to help them accumulate and protect savings. ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Insurance - Admin/Clerical
7/21/2014Accounting Assistant (Part Time)Division 10 PersonnelMilwaukee, WINot Provided
 There is an Accounting Assistant position immediately available with an investment advisory firm in the Milwaukee area. This company manages assets of high net worth individuals and retirement funds. They use fixed income products such as government, municipal  and corporate bonds for their clients.   The Accoun ...
 Related:  Accounting - Bookkeeping/Clerical,  Investment - Operations/Admin,  Finance - Operations/Admin
7/29/2014Investment 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
7/14/2014Financial Services AssistantReis Financial Services, LLCBrookfield, WI; Pewaukee, WI; West Bend, WISalary based on experience
 Join 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
7/14/2014Global Portfolio ManagerSealed Air CorporationSturtevant, WINot Provided
 Global Portfolio ManagerJob Location US-WI-RacinePosted Date 1/20/2014Overview: Sealed Air Corporation creates a world that feels, tastes and works better. In 2012, the Company generated revenue of approximately $7.6 billion by helping our customers achieve their sustainability goals in the face of today's biggest social an ...
 Related:  Management and Supervision,  Investment - Operations/Admin
7/29/2014Investment Banking Compliance SpecialistRobert W. Baird & Co.Milwaukee, WINot Provided
 
 
Baird Position Title:Investment Banking Compliance Specialist DepartmentInvestment BankingReq TypeExemptLocationWI - MilwaukeeJob DescriptionSUMMARY:We are seeking a talented and motivated individual to perform advanced compliance functions for the Investment Banking Department and act as liaison with other areas of the fir ...
 Related:  Investment - Operations/Admin,  Finance - Treasury/Risk
7/29/2014Experienced Investment Banking Associate - Industrial TeamRobert 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
7/29/2014Equity Capital Markets AssociateRobert W. Baird & Co.Milwaukee, WINot Provided
 
 
Baird Position Title:Equity Capital Markets AssociateDepartmentInvestment BankingReq TypeExemptLocationWI - MilwaukeeJob DescriptionRobert W. Baird & Co., Incorporated is looking for an Equity Capital Markets Associate to provide analytical support on public and private offerings of public company securities. This position ...
 Related:  Investment - Operations/Admin,  Finance - Treasury/Risk
7/27/2014Wealth Investment AdvisorJohnson Financial GroupMadison, WINot Provided
 
 
Tracking Code7517Job DescriptionThe Wealth Advisor is responsible for developing new relationships by delivering exceptional advice to high net worth client relationships. The ability to balance new business activities and servicing of existing relationships will be critical in this role. Key Responsibilities Ongoing devel ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  Finance - Advisor/Services
6/25/2014ParaplannerAmeriprise FinancialMadison, WI$40K-$45K
 Madison, WI - Financial Advisor is seeking a fulltime (40 hours/week) fully licensed Paraplanner.  Licenses include Series 7, 66 and WI life/health.  Key responsibilities include financial plan case preparation, including detailed analysis and recommendations; Assistance with case strategy and investment managemen ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Advisor/Services
6/30/2014Client Service SpecialistMulti-family office offering an integrated approach to wealth managementBrookfield, WI; Waukesha, WI; Milwaukee, WINot Provided
 The Client Service Specialist is responsible for performing a variety of technical and procedural services for high net-worth clients, including investment performance reporting, investment services coordination, accounting support, bill payments, payroll processing and other related services. Essential Duties ...
 Related:  Accounting - General,  Investment - Operations/Admin,  Finance - Operations/Admin
7/24/2014Investment Sales Assistant - Part Time - 16 hours/weekAssociated BankRhinelander, WINot Provided
 
 
Investment Sales Assistant - Part Time - 16 hours/weekInvestment Sales Assistant - Part Time - 16 hours/week-1411533Description Equal Opportunity Employer The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates ("Associated") provides equal opportunity to all persons. We support a diverse and incl ...
 Related:  Investment - Operations/Admin,  Sales - Representatives/Service
7/17/2014Investment Operations Director - Middle/Back OfficeAmerican Family Insurance - Co...Madison, WINot Provided
 Division: InvestmentsPosition Details:Preferred candidates should have an extensive investment management or financial services background with experience leading teams that perform operational processes, deliver client service, and provide technology solutions to investment operations. Prior experience with BlackRock soft ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
7/25/2014Investment Risk Management Senior AnalystAmerican Family Insurance - Co...Madison, WINot Provided
 
 
Division: Enterprise Risk MgmtPosition ObjectiveThis position is responsible for monitoring and managing enterprise-level risks for American Family`s Investment portfolios. Analyzes and reports overall enterprise investment portfolio risks, including interest rate, equity, liquidity, and credit risk using risk management me ...
 Related:  Insurance - Actuary,  Investment - Operations/Admin
7/28/2014Chase Private Client Investment Associate - Northport (Fox P...JPMorgan Chase & Co.Fox Point, WINot Provided
 
 
Chase Private Client Investment Associate - Northport (Fox Point, WI)Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries We serve more than 50 million consumers and small ...
 Related:  Investment - Operations/Admin

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