Job(s) 1 to 15 of 23
DateJob TitleRelevanceCompanyJob LocationSalary
8/28/2015Investment 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.  ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin
8/28/2015Fund AccountantCrabel Capital Management, LLCMilwaukee, WINot Provided
 Recently PostedOutstanding Career Opportunity
Crabel Capital Management, LLC is a global alternative investment firm specializing in futures and foreign currency trading.  We manage approximately $1.5 billion in assets. This key position within our Accounting team is ideal for an experienced fund accountant seeking a challenging and dynamic work environment. & ...
 Related:  Accounting - General,  Investment - Operations/Admin,  Accounting - Management
8/27/2015Client Services Assistant ManagerThe American Deposit Managemen...Delafield, WINot Provided
 Recently PostedNationally Recognized Firm-Unlimited Potential
Act as primary relationship manager for clients at ADM Meet with all clients reviewing client binder and communication requests Assist with needs of clients, available to answer questions Cross sell other products and services as available All client withdrawal/deposit requests are coordinated through this individual. ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Sales - Representatives/Service
8/28/2015Registered AssistantRetirement and Investment PlanningAppleton, WI; Fond du lac, WI; Oshkosh, WINot Provided
 Recently PostedPosition Overview This is a professional position supporting a financial advisor serving existing and potential clients in a high volume established financial planning practice.  You will be expected to complete various tasks including working directly with the financial advisor, meeting preparation, processing of wor ...
 Related:  Investment - Operations/Admin,  Insurance - Admin/Clerical,  Finance - Advisor/Services
8/28/2015Securities Analyst and Portfolio Manager IV Application on Employer's WebsiteAssociated BankGreen Bay, WI; Wausau, WI; Appleton, WINot Provided
 Recently Posted
Federal Contractor
Securities Analyst and Portfolio Manager IV (1511407)JOB SUMMARY Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesn't meet re ...
 Related:  Banking - General,  Investment - Consultant,  Investment - Operations/Admin
8/28/2015Equity Analyst - Private Wealth Management Application on Employer's WebsiteRobert W. Baird & Co.Milwaukee, WINot Provided
 Recently PostedBaird Position Title:Equity Analyst - Private Wealth ManagementDepartmentPWM Research, Products & ServicesReq TypeExemptLocationWI - MilwaukeeJob DescriptionBaird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asi ...
 Related:  Investment - Operations/Admin,  Finance - Analysis
8/28/2015Investment 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
8/18/2015Client Services CoordinatorFinancial PlanningAppleton, WI; Fond du lac, WI; Oshkosh, WI$29,000 - $32,000
 Position 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
8/25/2015Accounting 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
8/14/2015Retail Investment Operations Svc Cons Application on Employer's WebsiteNorthwestern MutualMilwaukee, WINot Provided
 Federal ContractorJob ID: 15-1035 Description: In early September we will launch a new job application system. Returning job seekers will need to create a new profile and register to receive future email notifications of career opportunities. Save any letters and resume documents that are stored in the current system to your computer if ...
 Related:  Investment - Consultant,  Investment - Operations/Admin
8/11/2015Investment Account AdministratorDivision 10 PersonnelMilwaukee, WINot Provided
 Investment Account Administrator   Are you a college graduate with a desire to immediately contribute to a premier Milwaukee company?   Our client, a top area investment management firm, is interviewing qualified individuals for a key role as an Account Administrator. This individual will  support the in ...
 Related:  Accounting - General,  Investment - Operations/Admin,  Finance - Operations/Admin
8/6/2015Investment Closing Coordinator Application on Employer's WebsiteNorthwestern MutualMilwaukee, WINot Provided
 Federal ContractorJob ID: 15-1005 Description: In early September we will launch a new job application system. Returning job seekers will need to create a new profile and register to receive future email notifications of career opportunities. Save any letters and resume documents that are stored in the current system to your computer if ...
 Related:  Admin - Secretarial and Office Mgmt,  Legal - Paralegal and Support Staff,  Investment - Operations/Admin
8/6/2015Associate Account Administrator Application on Employer's WebsiteNorthwestern MutualMilwaukee, WINot Provided
 Federal ContractorJob ID: 15-1006 Description: In early September we will launch a new job application system. Returning job seekers will need to create a new profile and register to receive future email notifications of career opportunities. Save any letters and resume documents that are stored in the current system to your computer if ...
 Related:  Investment - Operations/Admin
7/30/2015Business Development Officer - Trust & Investments Application on Employer's WebsiteFirst Business Financial Servi...Brookfield, WINot Provided
 Federal ContractorTitleBusiness 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
8/14/2015Director, Investment Finance Job Application on Employer's WebsiteCUNA MutualMadison, WINot Provided
 Work 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

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