Job(s) 1 to 15 of 20
DateJob TitleRelevanceCompanyJob LocationSalary
2/28/2015Member Service Representative IIWEA Member BenefitsMadison, WINot Provided
 Recently PostedThe Retirement and Investment Services (RIS) Member Service Representative II provides information and other services to current and potential WEA Member Benefits RIS participants.  The Member Service Representative II provides daily telephone coverage as operationally needed; assists participants and prospective parti ...
 Related:  Admin - Receptionist/Clerical,  Admin - Data Entry/Billing,  Investment - Operations/Admin
2/28/2015Analyst - Investment ManagementCapital InnovationsPewaukee, WINot Provided
 Recently PostedFirm Overview:  Capital Innovations, LLC is an entrepreneurial, growing investment management firm with a culture of excellence in all they do.  The firm looks to continue its growth in a controlled, conservative and meticulous manner and above all, with an uncompromising attitude towards maintaining the highest s ...
 Related:  Investment - Management,  Investment - Operations/Admin,  Finance - Analysis
2/24/2015Fund Administrator II Application on Employer's WebsiteUMB Financial CorporationMilwaukee, WINot Provided
 Recently Posted
Federal Contractor
Requisition Number 4089BR Job Title Fund Administrator II Employee Type Full Time Requisition Type Exempt Function Asset Servicing Work Schedule Monday-Friday: 8:00am-5:00pm Address 235 W Galena Street City Milwaukee State WI Postal Code 53212-3948 Why UMB Energetic. Friendly. Fun. Not exactly ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
2/28/2015Personal Administrative AssistantThe Grandy Financial GroupWauwatosa, WI; Milwaukee, WINot Provided
 Recently PostedFinancial Services professional in the Wauwatosa area has full time position in customer service and office operations. Must be detail oriented, organized, and energetic with the ability to multi-task and work independently.    Current security and insurance license desired or a willingness to become licensed a ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Insurance - Admin/Clerical
2/28/2015Registered AssistantRetirement and Investment PlanningAppleton, WI; Fond du lac, WI; West Bend, 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
2/27/2015Investment & Insurance Operations AssociateHeckmann FinancialMiddleton, WICommesurate with experience
 Recently PostedHeckmann Financial is a financial planning and wealth management group located in Middleton, Wisconsin.  We specialize in helping our high net worth clients reach their financial goals.    With our expanding and growing practice, we are currently in search of an experienced and qualified professional to joi ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Insurance - Admin/Clerical
2/24/2015Associate Investment Representative Application on Employer's WebsiteNorth Shore BankAppleton, WINot Provided
 Recently Posted
Federal Contractor
Tracking Code4544Job DescriptionNorth Shore Bank's Investment Representatives provide sales and consultation services for mutual funds, variable annuities, securities, and other investment vehicles to our customers. They also provide training and sales support to our branch representatives.Responsible for recruiting new cli ...
 Related:  Investment - Operations/Admin
2/14/2015Processing Technician (LTE) Application on Employer's WebsiteQ.B.E North AmericaWeatogue, CT; Sun Prairie, WINot Provided
 Federal ContractorJob Title: Processing Technician (LTE) Job ID: 26196 Location: CT-Simsbury;Nationwide Full/Part Time: Full-Time Regular/Temporary: Regular Job Summary Support efficient and effective processing operations by ensuring quality customer service and providing accurate and timely delivery of reports to meet business needs. Essen ...
 Related:  Professional and Technical,  Investment - Operations/Admin
2/25/2015Front End Operations Consultant Application on Employer's WebsiteNorthwestern MutualFranklin, WINot Provided
 Recently Posted
Federal Contractor
Job ID: 15-0277 Description: We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.Basic Functio ...
 Related:  Consulting Services,  Investment - Operations/Admin,  Project Management
2/15/2015Senior Manager, Credit Union Investment Product Management J... Application on Employer's WebsiteCUNA MutualMadison, WINot Provided
 Work Location: Madison, WIWe are seeking an uncommon professional to join our team as a Senior Manager, Credit Union Investment Product ManagementJob Purpose:The Senior Manager - Product and Business Management role is a critical leadership role with accountability for managing the P&L of an insurance and/or wealth manageme ...
 Related:  Investment - Operations/Admin
2/2/2015Business Development Officer - Trust & Investments Application on Employer's WebsiteFirst Business Financial Servi...Brookfield, WINot Provided
 Federal ContractorTitleBusiness Development Officer - Trust & Investments DescriptionFirst Business is a locally managed successful, entrepreneurial, and growth-oriented financial services company that specializes in focused financial solutions for businesses, key executives, and high net worth individuals through its operating companies. O ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
2/2/2015Participant Services CoordinatorFrancis Investment Counsel LLCBrookfield, WINot Provided
 Summary A highly motivated professional and master multi-tasker, the Participant Services Coordinator coordinates the delivery of workplace financial education programs for a team of financial advisors.  The Coordinator designs and prepares education materials, plan special events, and is an integral part of an invest ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Advisor/Services
2/2/2015Back Office Operations AnalystCrabel Capital Management, LLCMilwaukee, WINot Provided
 Outstanding Career Opportunity with Hedge Fund
Crabel Capital Management, LLC is an investment firm managing approximately $1.5 billion in assets.  We specialize in trading short term systematic strategies across multiple asset classes including futures, currencies and equities.   We are seeking two detail oriented, hardworking individuals with the skills an ...
 Related:  Accounting - General,  Investment - Operations/Admin,  Finance - Operations/Admin
2/2/2015Investment Research Analyst Application on Employer's WebsiteJohnson Financial GroupRacine, WINot Provided
 Federal ContractorTracking Code7887Job Description The primary role of the Investment Analyst is to conduct fundamental research and due diligence on mutual funds and money managers. The Investment Analyst is responsible for developing and maintaining the Approved List of mutual funds for use by Relationship Managers and Portfolio Managers ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  Finance - Operations/Admin
1/28/2015Client Relationship AssociateFinancial Wealth Management, L...Madison, WI$35,000-$45,000 p/y
 Financial Wealth Management, LLC an investment advisory firm located on the west side of Madison is seeking a full-time Client Relationship Associate.  Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn, customer service oriented, and computer savvy. Working h ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Finance - Operations/Admin

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