Job(s) 1 to 15 of 19
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 ...
Action Financial Strategies & CRW Insurance is looking for a full time, customer oriented assistant to help support two Financial Advisers and their clients by scheduling meetings and handling customer service and correspondence needs. Action Financial Strategies handles the life insurance and f ...
7/18/2016
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 ...
7/6/2016
Milwaukee, WI
$40,000-$50,000 p/yr
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 ...
7/6/2016
Milwaukee, WI
Not Provided
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 ...
7/1/2016
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 ...
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 ...
6/28/2016
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 ...
If you are a Finance or Economics graduate looking to start your career in the Investment field this position is for you. As the Client Service Coordinator you would assist with onboarding new clients, assisting with all of the paperwork and process. Looking for someone that is extremely detailed an ...
7/28/2016
Menomonee Falls, WI
Not Provided
Recently Posted
Federal Contractor
Java Developer 4 Equity Investments Job Title Java Developer 4 Equity Investments Job ID Number 5255464 1 Location Menomonee Falls,WI Job Description Job Description Successful candidate will play a key role in enabling the Wealth and Investment Management Technology Asset Management Systems Develo ...
7/24/2016
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 ...
Asset Based Lending Sr. Portfolio Specialist The AB (Asset Based) Sr. Portfolio Specialist manages a portfolio of leveraged loans in a variety of industries collateralized primarily by accounts receivable and inventory. The AB Sr. Portfolio Specialist is responsible for actively monitoring financial ...
The South Central Wisconsin Chapter is seeking to hire part time (20 hours/week) Fund Development Coordinator, based in Madison. This position reports to the Director and is responsible for managing fundraising activities and special events within the South Central Wisconsin region. Essential Job F ...
7/16/2016
Menomonee Falls, WI
Not Provided
Federal Contractor
Investment Product Development Manager 3 Job Title Investment Product Development Manager 3 Job ID Number 5254388 1 Location Menomonee Falls,WI Job Description Job Description Let’s talk about you You have a proven track record of success but you’re looking for more. More responsibility ...
7/7/2016
Alpharetta, GA; Milwaukee, WI; Little Rock, AR; Wilmington, DE; Boise, ID; Portland, ME; Jackson, MS; Las Vegas, NV; Manchester, NH; Albuquerque, NM; Fargo, ND; Providence, RI; Columbia, SC; Burlingto...
Not Provided
The IT Asset Manager position is responsible for the following Developing the IT Asset Management strategy and roadmap. Ensuring compliance with audit, industry and legal standards and guidelines. Maintaining control over Fiserv's IT hardware Asset inventory. Ensuring Fiserv expenditures occur in th ...