Job(s) 1 to 10 of 10
DateJob TitleRelevanceCompanyJob LocationSalary
11/27/2015Executive AssistantGentian Financial, Inc.Mequon, WINot Provided
 Recently PostedJob Title Executive Assistant Work Hours 8 00am 5 00pm Hours per Week 24 40 Start Date As soon as possible Job Description Looking for an energetic Executive Assistant to work with our team of professionals. You will be responsible for general administrative duties including client correspondence, data entry, client paperwo ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Finance - Operations/Admin
11/26/2015Private Equity Administrative Assistant - Menomonee Falls, W... Application on Employer's WebsiteContinental PropertiesMenomonee Falls, WINot Provided
 Recently PostedSeeking a talented and dedicated Private Equity Administrative Assistant! Continental Properties Company, Inc. is looking for the absolute best and brightest to join our team of dedicated professionals as a Private Equity Administrative Assistant at our home office in Menomonee Falls, Wisconsin. This position works closely ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Finance - Operations/Admin
11/23/2015Investment Administrative AssistantGROUP IIWest Bend, WI$40K - $50K DOE
 Recently PostedOur client, a successful Financial Services firm has an immediate direct hire opportunity for an energetic Financial Services Assistant to work with their team of professionals. The organization provides financial, investment, retirement, tax and estate planning for individuals, families, and businesses. The Financial Servi ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin
11/25/2015Investment Sales AssistantFinancial Service FirmBrookfield, 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 assist in the tea ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  Finance - Advisor/Services
11/24/2015Branch Manager for SEC Registered Investment AdvisorGlobal View Capital AdvisorsWaukesha, WINot Provided
 Recently PostedGlobal View Capital Management (GVCM) is a SEC Registered Investment Advisor located in Waukesha, Wisconsin. GVCM delivers tactical asset management through its proprietary strategies and mutual fund. GVCM has approximately 110 Investment Adviser Representatives (IAR’s) located in 9 branch locations across the United ...
 Related:  Accounting - Audit,  Investment - Operations/Admin,  Finance - Operations/Admin
11/19/2015Senior Operations AssociateEllenbecker Investment GroupPewaukee, WINot Provided
 Great career opportunity!
JOB TITLE SENIOR OPERATIONS ASSOCIATE STATUS FULL TIME / SALARIED REPORTS TO DIRECTOR OF BUSINESS OPERATIONS SUMMARY The Senior Operations Associate is responsible for working one on one with Wealth Advisors, Wealth Advisor Associates, their clients, and internal staff to provide exceptional client relationship support, ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
11/9/2015Administrative Assistant - Investment FieldDivision 10 PersonnelMilwaukee, WINot Provided
 Administrative Assistant Our client, an independent investment advisory firm is currently interviewing candidates for a key Administrative Assistant position located in the Milwaukee area. The Administrative Assistant will support the Investment Advisory team with all billing, invoicing, and depositing of checks. This indiv ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Finance - Operations/Admin
11/2/2015Investment Risk Summer Associate Application on Employer's WebsiteNorthwestern MutualMilwaukee, WINot Provided
 Federal ContractorCollaborate in the research, development and implementation of automated solutions and models Analyze and interpret output from models for integration into the investment risk management decision making process Participate in Value at Risk (VaR) calculations for the total investment portfolio of Northwestern Mutual, and its ...
 Related:  Investment - Operations/Admin,  Finance - Advisor/Services
10/13/2015Assistant Branch Manager - Brookfield/Mequon Area Application on Employer's WebsiteFidelity InvestmentsMilwaukee, WINot Provided
 Assistant Branch Manager Brookfield/Mequon Area Assistant Branch Manager Brookfield/Mequon Area (1512909) Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plan ...
 Related:  Investment - Operations/Admin
9/25/2015Senior Internal Auditor Application on Employer's WebsiteBank MutualMilwaukee, WINot Provided
 Federal ContractorThe Senior Internal Auditor position will plan and execute audit procedures throughout Bank Mutual to ensure compliance with policies, procedures, regulations and to review internal controls to ensure that the assets and information of Bank Mutual are secure. The Senior Internal Auditor function shall serve as a resource to ...
 Related:  Insurance - Management,  Insurance - Broker,  Investment - Operations/Admin

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