Job(s) 1 to 15 of 20
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
11/25/2015Retirement & Investment Services Officer Application on Employer's WebsiteFirst Business Financial Servi...Madison, WINot Provided
 Recently Posted
Federal Contractor
Join the winning team at First Business Trust & Investments as a Retirement & Investment Services Officer ! First Business is a locally managed successful, entrepreneurial, and growth oriented financial services company that specializes in focused financial solutions for businesses, key executives, and high net worth indivi ...
 Related:  Investment - 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 AssistantHarbour Investments, Inc.Madison, WINot Provided
 A growing fast paced company on the west side has a full time entry level position available. We are looking for a fresh and fun person with a positive attitude who loves working with people. Work hours are 8 15 am 4 45 pm. Benefits are available. Skills / Requirements Duties include but are not limited to reception duties, ...
 Related:  Admin - Receptionist/Clerical,  Investment - Operations/Admin,  Finance - Operations/Admin
11/5/2015Investment CoordinatorNorth Star Resource GroupMadison, WIBased on Experience
 Principal Activities Complete mutual fund, ETF, and stock trades Prepare all investment related review material for client meetings Develop relationships with wholesalers to stay informed about mutual funds and market trends Ensure all current and proposed investment positions meet compliance standards Accurately enter info ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Advisor/Services
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
10/29/2015Director, Investment Finance Job Application on Employer's WebsiteCUNA MutualMadison, WINot Provided
 Work Location This position is located in Madison, WI Relocation Assistance will be provided for the ideal candidate! We are seeking an uncommon professional to join our team as a Director, Investment Finance At CUNA Mutual Group, our in house and external investment management teams oversee $12b+ in general account assets ...
 Related:  Investment - Operations/Admin
11/11/2015Build & Release Team Leader Application on Employer's WebsiteQ.B.E North AmericaSun Prairie, WINot Provided
 Federal ContractorManage streamlined software release operations for new roll outs and updates to existing technology by promoting software through controlled environments, testing and production, identifying and troubleshooting issues and escalating to senior leadership as required to foster timely delivery of solutions for business needs. ...
 Related:  Investment - 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
11/13/2015Licensed Investment Services Call Center Representative Application on Employer's WebsiteAssociated BankGreen Bay, WINot Provided
 Federal ContractorLicensed Investment Services Call Center Representative (1511452) JOB SUMMARY The AIS Guidance Center is comprised of registered representatives specializing in inbound and outbound calling activity. An individual will primarily focus on either inbound or outbound calls, but will occasionally assist the other. The outbound ...
 Related:  Banking - General,  Investment - Operations/Admin,  Finance - Advisor/Services
11/9/2015Investment Compliance & Operations Manager Application on Employer's WebsiteThe QTI GroupMadison, WICompetitive
 Establish and implement procedures to ensure compliant transmission of documentation and funds to the broker dealer or insurance company. Review company's policies and procedures regularly. Ensure compliance with OCC, FINRA and SEC regulations. Manage tracking of production and incentive payments. Collaborate to streamline ...
 Related:  Investment - Operations/Admin

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