Job(s) 1 to 13 of 13
DateJob TitleRelevanceCompanyJob LocationSalary
7/1/2015Client Service AssociatePaulaHoganMilwaukee, WINot Provided
 Recently PostedPaulaHogan, a Milwaukee-based fee-only financial advisory firm offering portfolio management and comprehensive planning services to individuals and families, is expanding its operations support team. We are looking for an additional Client Service Associate to work closely with our Financial Advisers to track and impleme ...
 Related:  Customer Service - General,  Investment - Operations/Admin,  Finance - Operations/Admin
7/1/2015Customer Service Representative / Office administration/ Fin...Maureen McCabe LLCGlendale, WIcommensurate with experience
 Recently PostedExcellent opportunity for a detailed oriented, friendly, individual who has experience and knowledge in the securities, insurance and/or financial planning areas to work closely with an independent CFP® professional in a small North Shore Milwaukee financial services office. This is primarily a service/cl ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Insurance - Admin/Clerical
6/29/2015Administrative Assistant - Community Impact departmentUnited Way of Greater Milwauke...Milwaukee, WI$34,400 - $39,600 p/yr DOE
 Recently PostedAn administrative job that makes a REAL difference in people's lives!!
United Way of Greater Milwaukee & Waukesha County (UWGMWC) has a rare opening for an Administrative Assistant in our Community Impact division! Be part of our mission to change lives and improve our community! In this important role, you’ll provide high quality, accurate administrative support to UWGMWC’s sp ...
 Related:  Admin - Receptionist/Clerical,  Investment - Operations/Admin,  Insurance - Admin/Clerical
6/25/2015Business Development Officer - Trust & Investments Application on Employer's WebsiteFirst Business Financial Servi...Brookfield, WINot Provided
 Recently Posted
Federal Contractor
TitleBusiness Development Officer - Trust & Investments EOE StatementWe are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic p ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
7/1/2015Investment Sales AssistantThe Benefit Companies, Inc.Brookfield, WINot Provided
 Recently PostedBased on our rapid growth, we are seeking an Investment Sales Assistant for our team.  The successful candidate will perform various advanced administrative and/or operational industry and professional functions.  Provides specialized services and works closely with the Financial Professionals and clients to ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  Finance - Advisor/Services
6/16/2015Assistant Portfolio Manager Application on Employer's WebsiteSVABrookfield, WINot Provided
 Job Description: SVA Plumb Wealth Management is seeking an Assistant Portfolio Manager to assist our Wealth Managers in our Brookfield, WI office.* This is a key position to continue our rapid growth by assisting both clients and team members.General Accountabilities:*TradingPortfolio allocationsComplianceClient communicati ...
 Related:  Investment - Trading,  Investment - Operations/Admin,  Finance - Operations/Admin
6/8/2015Administrative AssistantGeneva Partners, LLCLake Geneva, WI$32,000 - $36,000
 Administrative Assistant We are looking to add an Administrative Assistant to our growing mid-sized Asset Management Firm.   This position requires that you possess the following skills:                       ...
 Related:  Admin - Receptionist/Clerical,  Investment - Operations/Admin,  Finance - Operations/Admin
6/10/2015Investment Advisory Portfolio AssistantAllianceStaff, LLCBrookfield, WI48K +++
 World class Investment Advisory Firm looking to add another capable administrative assistan on staff to create and produce client presentation booklets for quarterly client visits (and more).  In this important yet detailed position, the experienced investment admin asst will support the team by producing the quarte ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Finance - Operations/Admin
6/17/2015IRA Qualified Retirement Plan Specialist Application on Employer's WebsiteRobert W. Baird & Co.Milwaukee, WINot Provided
 Baird Position Title:IRA Qualified Retirement Plan SpecialistDepartmentOperationsReq TypeNon-ExemptLocationWI - MilwaukeeAdditional LocationsWI - MilwaukeeJob DescriptionPosition Profile - Who are we looking for? We are seeking a talented and motivated individual to join the IRA team to perform advanced functions necessary ...
 Related:  Investment - Operations/Admin
6/30/2015Investment Banking Junior Banker Program Manager Application on Employer's WebsiteRobert W. Baird & Co.Milwaukee, WINot Provided
 Recently PostedBaird Position Title:Investment Banking Junior Banker Program ManagerDepartmentInvestment BankingReq TypeExemptLocationWI - MilwaukeeJob DescriptionThis newly created position is responsible for the overall talent oversight and management of the JuniorBanker Program for all Investment Banking Associates, Financial Analysts ...
 Related:  Investment - Operations/Admin,  Project Management ,  HR - Recruiting
7/1/2015Anticipated Chase Private Client Investment Associate - Milw... Application on Employer's WebsiteJPMorgan Chase & Co.Milwaukee, WINot Provided
 Recently PostedChase 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 through more than 5,600 bank branches, 18,700 ATMs, credi ...
 Related:  Sales - Inside,  Investment - Operations/Admin
6/29/2015Bank Secrecy Act Specialist, CG-1160-11 Application on Employer's WebsiteFederal Deposit Insurance Corp...Downers Grove, IL; Baton Rouge, LA; Shreveport, LA; New York, NY; Memphis, TN; Brookfield, WI$61,187.00 - $96,872.00
 Recently PostedJob Title:Bank Secrecy Act Specialist, CG-1160-11Agency:Federal Deposit Insurance CorporationJob Announcement Number:2015-HQD-B2224SALARY RANGE:$61,187.00 to $96,872.00 / Per YearOPEN PERIOD:Monday, June 29, 2015 to Friday, J ...
 Related:  Insurance - Management,  Insurance - Broker,  Investment - Operations/Admin
6/19/2015Portfolio Lead - Nemschoff Application on Employer's WebsiteHerman MillerSheboygan, WINot Provided
 Portfolio Lead - NemschoffGeneral Purpose:Serves as the owner of a specified portfolio of products. Assists in the development and execution of market-facing plans to support the product portfolio strategy from a Product Management, regional market share, and financial performance standpoint. Serves as a critical position w ...
 Related:  Investment - Operations/Admin

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