Job(s) 1 to 15 of 22
6/25/2016
Milwaukee, WI
$40,000-$50,000 p/yr
Recently Posted
Duties will principally be to support company operations department and investment consultants to include but not limited to Maintaining portfolio accounting system Preparing performance reports and other ad hoc reports for client meetings Creating PowerPoint presentations and other materials for me ...
Recently Posted
Responsible for completing, on the General Agents(GA) behalf, requirements assigned to the General Agent in the agency compliance requirements, including client file review, producer interviews, all correspondence review (mail/e mail), Outside Business Activity, Conducts inspections of district and ...
Coordinates and supports Foundation leadership and Fund Administrators across the system in the strategic use of Foundation funds. Analyzes new fund creation, optimal and appropriate utilization, portfolio management and sunsetting of unnecessary funds. Supports the Foundation's administrative opera ...
6/22/2016
Milwaukee, WI
Not Provided
Recently Posted
Federal Contractor
This position will lead a team of Fund Administrators responsible for providing services to a specific group of clients and funds. In collaboration with other managers, establish and maintain consistent policies and procedures to meet client, regulatory and financial reporting requirements. Key Func ...
6/17/2016
Executive Assistant
Be value-added to the team and make a difference!
Madison, WI
$35,000-$55,000 p/y
Financial Wealth Management, LLC an investment advisory firm located on the west side of Madison is seeking a full time Investment Administrative Assistant . Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn, customer service oriented, and ...
6/14/2016
Susan Olson Insurance & Financ...
Sun Prairie, WI
Based on experience
Answer inquiries and obtain information for general public, customers, visitors, and other interested parties. . Essential Duties and/or Responsibilities Operate telephone switchboard to answer, screen and forward calls, providing information, taking messages and scheduling appointments. Perform adm ...
6/14/2016
Mequon, WI
Not Provided
Job Title Executive Assistant Work Schedule Full Time, 8 00am 5 00pm Salary Commensurate with experience Start Date As soon as possible A phenomenal opportunity to join a high performing independent wealth advisor team. This is a chance for the right candidate to join a team to provide its clients w ...
The primary responsibility of the Operations Support Specialist is to maintain the integrity of internal systems by accurately and efficiently inputting, editing, and reconciling transactions. Completes daily operational activities, including Client/Financial Institution posting funds movements, ass ...
6/24/2016
Milwaukee, WI; Chicago, IL
Not Provided
Recently Posted
Baird Associates provide execution support for public equity offerings, mergers and acquisitions and other financial advisory services for clients across a number of sectors. Associates lead the preparation of company valuations, financial models, company marketing documents and client presentations ...
6/16/2016
Milwaukee, WI
Not Provided
Federal Contractor
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 ...
5/24/2016
Insurance Ageny
Brookfield, WI
Not Provided
We are a Brookfield, WI multi line Insurance and Financial Services firm, in business for almost three decades and we are looking for a disciplined, energetic customer service and sales agent to service our existing client base while building and growing our book of business. Our financial services ...
5/24/2016
Sun Prairie, WI
Not Provided
Federal Contractor
Oversee software solutions for business needs by reviewing business and release requirements for applications, clarifying issues, recommending solutions and options for non standard implementations and building testing and release plans to support assigned areas of responsibility Manage software rel ...
6/23/2016
Kenosha, WI
Not Provided
Recently Posted
Effectively plan, direct, conduct, and prepare comprehensive internal control, operational, financial and compliance reviews throughout the company Evaluate the adequacy of internal controls and effectively communicate cost effective, realistic solutions Assist in improving the organization's intern ...
Recently Posted
Retail Processing / Mutual Funds Specialist 3 (160023109) U.S. Bancorp Fund Services (USBFS) offers fund administration, compliance, legal administration, fund accounting, fulfillment, distribution and marketing, custody, securities lending, transfer agent and shareholder services and alternative i ...
6/21/2016
Menomonee Falls, WI
Not Provided
Recently Posted
Federal Contractor
Investment Strategies Consultant 1 Job Title Investment Strategies Consultant 1 Job ID Number 5223261 2 Location Menomonee Falls,WI Job Description Job Description Wells Fargo Asset Management offers the expertise of over 35 investment teams, each focused on specialized, niche portfolio management ...