Job(s) 1 to 15 of 17
DateJob TitleRelevanceCompanyJob LocationSalary
10/23/2014Client Relationship AssociateFinancial Wealth Management, L...Madison, WI$35,000-$45,000 p/y
 Featured PositionFinancial Wealth Management, LLC an investment advisory firm located on the west side of Madison is seeking a full-time Client Relationship Associate.  Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn, customer service oriented, and computer savvy. Working h ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Finance - Operations/Admin
10/23/2014Retirement and Investment Services Specialist Application on Employer's WebsiteWEA TrustMadison, WINot Provided
 Recently Posted  Title:   Retirement and Investment Services Specialist Reports To:   Retirement & Investment Services Assistant Manager   SUMMARY: The Retirement & Investment (RIS) Specialist is responsible for providing, evaluating, and improving program administration services for the WEA ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Advisor/Services
10/17/2014Client Relations Specialist Application on Employer's WebsiteSVABrookfield, WINot Provided
 Recently PostedJob Description: SVA Plumb Wealth Management, LLC provides individual clients with comprehensive financial planning, investment advisory and portfolio management services. SVA Plumb Wealth Management, LLC also provides services to business clients to include all aspects of qualified and non-qualified retirement plans. All s ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Finance - Operations/Admin
10/22/2014Investment Sales AssistantThe Benefit Companies, Inc.Brookfield, WINot Provided
 Recently PostedRecognized 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
10/16/2014Senior Operations/Compliance SpecialistWaukesha State BankOconomowoc, WINot Provided
 Federal ContractorSenior Operations/Compliance 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 transpa ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
10/22/2014Recordkeeping Service AccountantRetirement Benefits CompanyBrookfield, WINot Provided
 Recently PostedWe are looking for a talented individual to join our 401k Administration team as a Recordkeeping Service Accountant. This position is ideal for an individual who enjoys multi-tasking, data management, and working in a fast paced environment.  Job Responsibilities: Provides functional support in th ...
 Related:  Accounting - General,  Investment - Operations/Admin,  Finance - Operations/Admin
10/4/2014Assistant Manager Retirement Plan Services - National Accoun... Application on Employer's WebsiteGreat-West FinancialDenver, CO; Glendale, WINot Provided
 Federal ContractorAssistant Manager Retirement Plan Services - National AccountsJob ID 10121# Positions 1Location US-CO-Denver (DTC)US-WI-GlendalePosted Date 10/3/2014Category Account Operations Share this job on LinkedIn.Position HighlightsFASCore LLC, the recordkeeping services division of Great-West Financial, currently has an opening ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Advisor/Services
10/3/2014Financial Services Assistant Application on Employer's WebsiteReis 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
10/7/2014Wealth Investment Analyst Application on Employer's WebsiteJohnson Financial GroupRacine, WINot Provided
 Federal ContractorTracking 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
10/20/2014Business Performance Analytics Student Internship (Summer 20... Application on Employer's WebsiteAmerican Family Insurance - Co...Madison, WINot Provided
 Recently PostedDivision: Personal LinesPosition DetailsWe are pleased to offer a full-time paid summer internship in our Personal Lines division. The Business Performance department within Personal Lines is responsible for analyzing and reporting all aspects of Personal Lines auto and home insurance performance, including trends in custo ...
 Related:  Investment - Operations/Admin,  College and Internships
10/17/2014Forms Language Specialist Job Application on Employer's WebsiteCUNA MutualMadison, WINot Provided
 Recently PostedWork Location: Madison, WIWe are seeking an uncommon professional to join our team as a Forms Language SpecialistJob Responsibilities40% 1. Establish business rules and provide all necessary documentation to support and maintain lending, insurance, deposit, and miscellaneous forms in compliance with corporate standards for ...
 Related:  Investment - Management,  Investment - Operations/Admin
10/15/2014Experienced 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
10/20/2014Investment Operations Director Application on Employer's WebsiteAmerican Family Insurance - Co...Madison, WINot Provided
 Recently PostedDivision: InvestmentsPosition ObjectiveThis position is responsible for providing oversight and strategic direction for all Investment Middle Office functions which includes but not limited to Investment Operations, Data Operations, Investment Risk Management, and Performance and Attribution. Coordinates with internal stake ...
 Related:  Investment - Operations/Admin
10/20/2014Data Quality Specialist Application on Employer's WebsiteAmerican Family Insurance - Co...Madison, WINot Provided
 Recently PostedDivision: Enterprise Risk MgmtPosition DetailsPreferred candidates will have strong knowledge of Insurance products and a solid background in data methods.Position ObjectiveThe Data Quality Specialist is responsible for defining and implementing a data quality program and a structured data quality framework covering the acq ...
 Related:  Admin - Data Entry/Billing,  Investment - Operations/Admin
9/19/2014Investment Closing Coordinator Application on Employer's WebsiteNorthwestern MutualMilwaukee, WINot Provided
 Federal ContractorJob ID: 14-0947 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:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin

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