| 5/24/2013 | Financial Services Assistant | Reis Financial Services, LLC | West Bend, WI | 36,000 to 45,000 |
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Join a growth-oriented financial planning firm in West Bend seeking a Financial Services Assistant. This full-time position plays an important role in processing new accounts, transferring assets, preparing paperwork, gathering client data, updating accounts and trading. Individual must have excellent interpersonal and o ... |
| | Related: Investment - Operations/Admin, Finance - Advisor/Services |
| 5/24/2013 | Associate Portfolio Manager II (Pro... | BMO Harris Bank | Milwaukee, WI | Not Provided |
| Job ID:115160Job Title:Associate Portfolio Manager II (Providing Overall Investment Management Support to Portfolio Managers; Role Located in Milwaukee, WI)Banking Group:Private Client GroupWork Address 1: Work Address 2: Country:United States of AmericaState/Province:WisconsinCity:MilwaukeeJob Type:RegularFull-Time (F)/Par ... |
| | Related: Banking - Management, Investment - Operations/Admin, Finance - Management |
| 5/23/2013 | Bank Secrecy Act Coordinator | Guaranty Bank | Glendale, WI | Not Provided |
| Tracking Code 64038 Job Description Guaranty Bank is seeking a Bank Secrecy Act Coordinator! This position is primarily responsible for the monitoring and reporting of customer transaction activity associated with the USA Patriot Act, Bank Secrecy Act/Anti-Money Laundering (BSA/AML) and Office of Foreign Assets Control (OF ... |
| | Related: Insurance - Management, Insurance - Broker, Investment - Operations/Admin |
| 5/24/2013 | Security Analyst/Portfolio Manager ... | Associated Bank | Wausau, WI; Marshfield, WI | Not Provided |
| Security Analyst/Portfolio Manager IVEqual Opportunity Employer The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates ("Associated") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal oppo ... |
| | Related: Banking - General, Investment - Operations/Admin, Finance - Analysis |
| 5/24/2013 | Corporate Governance Analyst | State of Wisconsin Investment ... | Madison, WI | Not Provided |
| About the Opportunity
SWIB is seeking an entry-level analyst to join its Corporate Governance Team. The primary purpose of this position is to obtain current knowledge about governance topics, policy, and issue in order to analyze routine proxy votes. The incumbent will be required to analyze large data sets and produce su ... |
| | Related: Investment - Operations/Admin, Finance - Operations/Admin, Government - Local/Federal |
| 5/20/2013 | Reconciliation Specialist | UMB Fund Services, Inc. | Milwaukee, WI | Not Provided |
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Energetic. Friendly. Fun. Not exactly the words that first come to mind when you think about working in the financial industry, right? We get it. At UMB we pride ourselves on being different. We operate in a team-based environment, made up of diverse associates who are passionate, innovative and focused!
We have plenty ... |
| | Related: Accounting - General, Accounting - Bookkeeping/Clerical, Investment - Operations/Admin |
| 5/17/2013 | Trust Accountant | Godfrey & Kahn, S.C. | Milwaukee, WI | Not Provided |
| | Essential Functions:
Complete daily requests from attorneys – including but not limited to: making deposits, issuing checks, processing wires, opening/closing bank accounts, contacting Brokers/Custodians.
Set-up, process and monitor recurring or scheduled account transactions or events notifying ot ... |
| | Related: Accounting - General, Investment - Operations/Admin, Finance - Operations/Admin |
| 5/15/2013 | Marketing Assistant | Prudential Financial | West Allis, WI | Not Provided |
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The “I’m Ready for Something New” Challenge
The Prudential Insurance Company of America has been meeting our customers’ financial challenges for over 135 years, with an ever-growing network of locations across the country. Now, we have a challenge for you, with an exciting new oppor ... |
| | Related: Investment - Operations/Admin, Finance - Operations/Admin, Insurance - Admin/Clerical |
| 5/13/2013 | Client Service Administrator - Fina... | Paula Hogan | Glendale, WI | Not Provided |
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Paula Hogan has an immediate opportunity for a financial services professional who can make our back office hum!
This important team member will support the financial planning team operationally and provide excellent service to clients. The Client Service Administrator works closely with the ... |
| | Related: Investment - Operations/Admin, Finance - Operations/Admin, Finance - Advisor/Services |
| 5/20/2013 | Operations Specialist | UMB Fund Services, Inc. | Milwaukee, WI | Not Provided |
| Energetic. Friendly. Fun. Not exactly the words that first come to mind when you think about working in the financial industry, right? We get it. At UMB we pride ourselves on being different. We operate in a team-based environment, made up of diverse associates who are passionate, innovative and focused!
We have plenty of ... |
| | Related: Customer Service - Call Center, Investment - Operations/Admin, Finance - Operations/Admin |
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