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Change people's lives - in this critical administrative role!!
Posted 1 day ago
Catholic Financial Life has an exciting opportunity available for a New Business Records Representative to join our team! The individual will provide New Business and Records operations support. This position will report to the New Business / Records Operations supervisor. This role will also provide administrative support to the Insurance Services department. The ideal candidate must be organized
Posted 5 days ago
Our client, a full service advisory and wealth management company recently voted as one of Milwaukee’s Fastest Growing Firms, is searching for a Client Service Manager. This position acts as one of the primary points of contact for wealth management clients and works closely with a Financial Advisor to assist with administration and organization of all responsibilities. Duties include but ar
Posted 1 day ago
Catholic Financial Life (CFL) has an exciting opportunity available for a Member Services and Claims Representative to join our team! The individual will split time between the Member Services and Claims departments depending upon demand in each area. As a result, this individual will report to the Member Services and Claims Directors. This is an important position with high visibility to Members
Posted 5 days ago
P.J. Schmidt Investment Management, Inc.
- Cedarburg, WI / Grafton, WI / Mequon, WI
Great Opportunity
Posted 2 days ago
include, but are not limited to Performing trades, including cash inflows and outflows, block trades, semi annual rebalancing and model changes Manage portfolio allocations and performance Manage small holdings Develop and maintain Portfolio Management Committee compliance reports Maintain accurate Portfolio Management Committee procedures Identify and document all client directed holdings Maintai
Posted 8 days ago
Ixonia Bank
- Hartland, WI / Watertown, WI
This position provides administrative support and assistance to IWM financial investment services. The Wealth Management Associate performs work of a confidential and complex nature; works closely with Ixonia Bank current and prospective clients and provides administrative support to IWM’s Financial Advisors. The position will also support the Ixonia Bank Marketing Team in promotional effort
Posted 6 days ago
Highly regarded boutique investment firm is currently searching for an Administrative Coordinator to join their team! This highly visible role will act as the "hub" of the office be responsible for Administrative correspondence Preparing client presentation materials Quarterly client billing Report generation Bank deposits, accounts payables and receivables Working with vendors Client in
Posted 16 days ago
We invest in our people and provide opportunities for you to grow with us. Your experience and knowledge are our greatest asset. We are committed to helping you realize your individual potential and reach your personal goals. Req ID 19181 Department Insurance and Annuity Client Services (82) Division IACS Loan and Surrender (45) Family Customer Service Function Cust Serv & Support Level M2 Job Gro
Posted 1 day ago
Investment Associate (Licensed) Germantown, WI (1700019545) 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
Posted 1 day ago
At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 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 b
Posted 12 days ago
Senior SQL Developer / Reporting Analyst (1700016418) The Senior Reporting Analyst role is responsible for the development, production, documentation, and support of automated and ad hoc reports for a variety of internal stakeholder groups including, but not limited to, US Retail Lending, Consumer Risk Management, and North American Collections. This role requires a self starter with excellent ora
Posted 1 day ago
Design and manage the annual audit plan. Responsible for designing and conducting financial and risk based audits to assure MercyCare's adherence with industry standards, federal and state regulatory requirements, MercyCare policies and procedures, current contracts and national accreditation standards. Provide written reports summarizing findings and making recommendations for improvement and cor
Posted 1 day ago
Plan, organize and direct assigned financial control and compliance audits, as well as special projects or reviews within client Industries, as determined. The training and experience gained in this position offers potential or developmental opportunities for future financial and/or managerial positions within the Company. Reporting to the Audit Manager, the Audit Senior will be responsible for pe
Posted 5 days ago
Janus Henderson Global Investors is a leading independent global asset manager, dedicated to delivering the best outcomes for clients through a broad range of actively managed funds. We provide our institutional, retail and high net worth individuals with access to skilled investment professionals representing a broad range of asset classes including, equities, fixed income, multi asset and altern
Posted 6 days ago
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