Job(s) 1 to 15 of 20
DateJob TitleRelevanceCompanyJob LocationSalary
7/31/2015Director, Investment Finance Job Application on Employer's WebsiteCUNA MutualMadison, WINot Provided
 Recently PostedWork Location: This position is located in Madison, WIRelocation Assistance will be provided for the ideal candidate!We are seeking an uncommon professional to join our team as a Director, Investment FinanceAt CUNA Mutual Group, our in-house and external investment management teams oversee $12b+ in general account assets an ...
 Related:  Investment - Operations/Admin
7/29/2015Financial Services 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.  ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin
8/2/2015Client Services CoordinatorFinancial PlanningAppleton, WI; Fond du lac, WI; Oshkosh, WI$29,000 - $32,000
 Recently PostedPosition Overview An exciting administrative position in Fond du Lac’s premier financial planning firm has recently become available!   A well-established high volume financial planning firm, in Fond du Lac, is recruiting for a client services professional.  We are a team-oriented office with an emphasis ...
 Related:  Accounting - Bookkeeping/Clerical,  Investment - Operations/Admin,  Insurance - Admin/Clerical
7/31/2015Investment AnalystCorporate Central Credit UnionMuskego, WINot Provided
 Recently PostedInvestment analyst needed to perform research, analysis and other functions to support the management of the fixed income and loan portfolios of a unique wholesale financial institution. The qualified candidate will be a college graduate with at least two-year’s experience in investment or credit analysis and a sound ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Analysis
7/30/2015Accounting - Manager3rd party administratorMilwaukee, WITBD
 Recently PostedManage the accounting team and accounting functions, tax, banking, filling, budgeting, reporting and funded accounts. We are looking for a hands-on accounting professional who pays attention to detail and is accurate in a fast-paced environment.  Management expertise, strong verbal and written commu ...
 Related:  Banking - General,  Investment - Operations/Admin,  Accounting - Management
7/21/2015Retirement and Investment SpecialistWEA Member BenefitsMadison, WINot Provided
 WEA Member Benefits is currently seeking a full time Retirement and Investment Specialist to join our team.  This position is responsible for providing, evaluating, and improving program administration services for the Trust Tax Sheltered Annuities (TSA) and Individual Retirement Account (IRA) programs; providing techn ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  Finance - Advisor/Services
7/30/2015Accounting SupervisorA.B. Data, Ltd.Milwaukee, WITBD
 Recently PostedUnder direction of top division management, work closely with Case Management, Claimant Services and other Departments, manage the financial matters of A.B. Data's Class Action Administration Division.   Responsibilities include but are not limited to managing the accountin ...
 Related:  Banking - General,  Investment - Operations/Admin,  Accounting - Management
7/30/2015Business 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
7/24/2015Assistant 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
7/31/2015Investment 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
7/24/2015Processing Technician - Premium Audit Application on Employer's WebsiteQ.B.E North AmericaMadison, WI; Sun Prairie, WINot Provided
 Federal ContractorJob Title: Processing Technician - Premium Audit Job ID: 26977 Location: WI-Madison \ Sun Prairie Full/Part Time: Full-Time Regular/Temporary: Regular Job Summary The purpose of the Processing Technician is to to be able to perform this job, this individual must be able to process all different types of audits for all lines ...
 Related:  Professional and Technical,  Investment - Operations/Admin
7/24/2015Processing Technician Application on Employer's WebsiteQ.B.E North AmericaMadison, WI; Sun Prairie, WINot Provided
 Federal ContractorJob Title: Processing Technician Job ID: 27079 Location: WI-Madison \ Sun Prairie Full/Part Time: Full-Time Regular/Temporary: Regular Job Summary The purpose of the Processing Technician is to be able to perform this job, this individual must be able to process all different types of audits for all lines of business Audit ...
 Related:  Professional and Technical,  Investment - Operations/Admin
7/8/2015Internship - Financial Services InternPaulaHoganMilwaukee, WINot Provided
 PaulaHogan, a Milwaukee-based fee-only financial advisory firm offering portfolio management and comprehensive planning services to individuals and families, has a part-time Financial Services Intern opportunity for the fall semester.  Nationally known for thought-leadership in the financial planning field, we combi ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Advisor/Services
7/15/2015Lead Enterprise Risk Management Analyst Application on Employer's WebsiteQ.B.E North AmericaNew York, NY; Madison, WI; Philadelphia, PA; Sun Prairie, WINot Provided
 Federal ContractorJob Title: Lead Enterprise Risk Management Analyst Job ID: 26745 Location: WI-Madison \ Sun Prairie;NY-New York;PA-Philadelphia Full/Part Time: Full-Time Regular/Temporary: Regular Job Summary The purpose of the Lead Enterprise Risk Management Analyst position is to influence the adoption and execution of risk mitigation st ...
 Related:  Insurance - Underwriting,  Investment - Operations/Admin,  Executive/Senior Level Mgmt
7/3/2015Client Service AssociatePaulaHoganMilwaukee, WINot Provided
 PaulaHogan, 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

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