1 to 15 of 21
Sort by: Date | Relevance
Duties to include but not limited to Office Organization Tenant correspondence Mailers Filing Data Entry Errand Running Answering inquires via phone and email Must be Detail orientated and able to work individually Valid driver’s license required A team player 40 hours per week 401K Package Paid Vacation Health Insurance Paid Holidays
Posted 2 days ago
WFA Staffing
- Brookfield, WI / Milwaukee, WI / Wauwatosa, WI
We are seeking an Administrator to join our Business Services team! No certifications are required. This is a fantastic opportunity to grow with the position and learn the industry. Responsibilities Provide administrative and client service support for Licensed Financial and Insurance Planners Opening new accounts and maintaining communication Client meeting administrative preparation and support
Posted 1 day ago
Project Coordinators assist the Project Manager assigned to each project by preparing documents, coordinating project phases and schedules, arranging support services, tracking progress and notifying the Project Manager when issues arise, and by taking corrective action as needed. In addition, they work cooperatively with other departments, staff, and vendors to ensure the success of each project.
Posted Today
Kforce has a client in search of a Mutual Funds Specialist in Milwaukee, Wisconsin (WI).Duties Efficient and detail oriented individuals will be able to showcase their talents and develop long lasting relationships through excellent verbal and written communications Field shareholder inquiries regarding client mutual funds, account setup, transaction procedures, and account status Accept and proce
Posted 1 day ago
SVA
- Madison, WI / Brookfield, WI
include, but are not limited to Data entry into financial planning & investment analysis software and spreadsheets Research financial planning related issues such as Social Security and Wisconsin Retirement System benefits Research individual stock and fixed income securities and non model mutual funds in client portfolios Conduct research on alternative software programs to compare against those
Posted 28 days ago
Project Manager financial Services Pension Division Permanent Opportunity for experienced individual who has worked in Financial Services or with Pension Plans. Management experience necessary running a team of individuals, handling problems, changes or technical upgrades to the system.
Posted 5 days ago
Investment Associate Milwaukee (1900019281) The Investment Associate I is accountable to provide sales and administrative support to assigned Financial Advisor(s) to support the achievement of sales objectives, client service objectives and overall business growth. This role will provide specialized support related to investment client services issues, addressing day to day client concerns and iss
Posted Today
Integral Recruiting Services is seeking an experienced leader to join their Information Technology Group in the role of Network Manager . Job Summary The Network Manager is a hands on role responsible for creation and execution of strategic direction, management of IT personnel and technology infrastructure. Essential Job Responsibilities Provide hands on technical expertise and leadership to a
Posted 5 days ago
Kforce has a client in search of an Investor Service Associate in Milwaukee, WI. REQUIRED SKILLS Associate degree or equivalent work experience Understanding the policies and procedures of the AI department Understanding the information flow through the various AI systems Knowledge of how to use the various systems specific to the job function Ability to communicate information carefully in order
Posted 13 days ago
Individual will work closely with the portfolio management team in the daily administration of trust portfolios. Individual will keep abreast of portfolio positioning, market news, trades, analyzing/reconciling position discrepancies, monitoring account guidelines and restrictions. Individual will assist portfolio manager with investment performance reviews, cash management and account rebalancing
Posted Today
At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual. We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be
Posted 8 days ago
The Investor Services department is responsible for the accurate processing and maintenance of investor registers and documentation for the funds we administer. Associates are responsible for ensuring that existing and prospective investors meet eligibility, compliance and anti money laundering ( AML ) guidelines when processing investor related transactions, including subscriptions, redemptions,
Posted 15 days ago
At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual. We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be
Posted 21 days ago
Kforce has a client in search of a Mutual Funds Specialist in Milwaukee, Wisconsin (WI).Duties Field shareholder inquiries regarding client mutual funds, account setup, transaction procedures, and account status Accept and process transactions, account maintenance requests, and requests for fund literature Serve as a point of contact for internal and external clients Provide telephone support for
Posted 26 days ago
UMB Financial Corporation
- Kansas City, MO / Milwaukee, WI
What You'll Do This role will assist with and\or prepare financial statements, board of directors/trustees meeting materials, expense payments and accruals, compliance testing and review of performance data for larger fund, limited service clients as assigned. Key Functions Expense Management Prepare and process regular expense payments. Obtain necessary authorization and distribute to appropriate
Posted 1 day ago
Email this Job to Yourself or a Friend
Indicates required fields