Job(s) 1 to 15 of 15
DateJob TitleRelevanceCompanyJob LocationSalary
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
7/23/2014Administrative 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
7/20/2014Internal Marketing AssociateReinhart Partners, Inc.Mequon, WINot Provided
 
 
Firm Description Reinhart Partners, Inc. is a Registered Investment Advisor headquartered in Mequon, WI.  Our mission is to employ a highly skilled team of professionals dedicated to one goal: to exceed our clients’ investment objectives through the active management of equity and fixed income portfolios.  ...
 Related:  Marketing - General,  Investment - Operations/Admin,  Sales - Representatives/Service
7/16/2014Investment 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
7/17/2014Investment 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
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
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
7/16/2014Investment Associate (Part-time 24 hrs)BMO Harris BankMilwaukee, WINot Provided
 The Investment Associate II is accountable to provide administrative and operational support to Financial Advisors in delivering exceptional customer service and building strong relationship to clients seeking financial and investment planning, and advice. This role will provide specialized support related to investment cl ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
6/23/2014Wealth 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
7/11/2014Client Services RepresentativeWFA StaffingBrookfield, WI$40,000-$60,000
 Career opportunity
Fast growing Financial Services firm with great reputation is in need of an additional Client Services Representative. This person will manage client relationships develop financial planning strategies and process securities related business for the company.  This position works closely with the financial advisors and ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Advisor/Services
7/18/2014Chase Private Client Investment Associate - Cudahy, WIJPMorgan Chase & Co.Cudahy, WINot Provided
 
 
Chase Private Client Investment Associate - Cudahy, WIChase 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 businesses thr ...
 Related:  Investment - Operations/Admin
7/21/2014Product Portfolio Manager, WC ChillersIngersoll Rand, Climate Contro...La Crosse, WINot Provided
 
 
At Ingersoll Rand we're passionate about inspiring progress around the world. We know that hour by hour and day by day, we advance the quality of life by making environments safe, comfortable and efficient. Our people and our market leading brands, including Club Car, Ingersoll Rand, Thermo King, and Trane, contribute to a ...
 Related:  IT - Networking,  Engineering - Aerospace,  Investment - Operations/Admin
6/30/2014Internal AuditorProfessionals IncorporatedMadison, WI$60,000 - $75,000
 Assisting with audits at various locations; Testing and evaluating accounting, financial and other operating controls; Determining compliance with established policies, plans, procedures and laws;Documenting the audit according to professional standards; Reporting audit findings and making recommendations for correcting def ...
 Related:  Insurance - Management,  Insurance - Broker,  Investment - Operations/Admin

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