| 6/19/2013 | Investment Firm OSJ Branch Manager | Legacy Advisor Network | Madison, WI | Not Provided |
| Growing Investment Firm seeks high-capacity Branch ManagerJob Purpose:
The OSJ Branch Manager will oversee compliance operations of the branch, providing timely, compliant, and efficient information to our affiliated financial advisors, reporting to the President/CEO. The OSJ Branch Manager will look for ways to enhance business profitability while maintaining clear com ... |
| | Related: Investment - Management, Investment - Operations/Admin, Finance - Operations/Admin |
| 6/18/2013 | Investment Advisor | Johnson Financial Group | Madison, WI | Not Provided |
| Tracking Code 7491 Job Description Conducts meeting with existing clients and new referrals, established accounts, working with support staff to complete contracts, applications, transfer forms and other necessary documentation. Maintains client contact, both verbal and written. Identifies client planning needs and prepares ... |
| | Related: Investment - Consultant, Investment - Operations/Admin, Finance - Advisor/Services |
| 6/19/2013 | Family Office Specialist | Vogel Consulting | Brookfield, WI; Pewaukee, WI; Waukesha, WI | Not Provided |
| Vogel Consulting is a leader in the Multi-Family Office (MFO) arena and a licensed Investment Advisory Corporation with over $3.5 Billion assets under advisement. We consider ourselves to be a non-traditional CPA and investment advisory firm that provides clients with “one-stop shop” convenience for all of ... |
| | Related: Accounting - General, Investment - Operations/Admin, Finance - Operations/Admin |
| 6/12/2013 | Internship (Finance and Economics) | Scottrade, Inc | Delafield, WI | Not Provided |
| | Job ID: 20133105-7349 Description: Scottrade, Inc. has a Branch Intern position available in Delafield, WI. The main purpose of this position is to assist branches with daily operations while gaining valuable work experience in the brokerage industry. Responsibilities: Listen to and shadow brokers in the office to see ... |
| | Related: Investment - Operations/Admin, Finance - Operations/Admin, College and Internships |
| 6/11/2013 | Tax Accountant | 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 passionat ... |
| | Related: Accounting - General, Accounting - Taxes and Preparation, Investment - Operations/Admin |
| 6/5/2013 | Financial Services Assistant | Reis Financial Services, LLC | West Bend, WI | 36,000 to 45,000 |
| | 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 orga ... |
| | Related: Investment - Operations/Admin, Finance - Advisor/Services |
| 6/5/2013 | 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 |
| 6/11/2013 | Fund Administrator | 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 pl ... |
| | Related: Accounting - General, Investment - Operations/Admin, Finance - Analysis |
| 6/11/2013 | Fund Accountant | 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 o ... |
| | Related: Accounting - General, Investment - Trading, Investment - Operations/Admin |
| 6/11/2013 | Reconciliation 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 ... |
| | Related: Accounting - General, Accounting - Bookkeeping/Clerical, Investment - Operations/Admin |
|
