Job(s) 1 to 15 of 27
DateJob TitleRelevanceCompanyJob LocationSalary
2/13/2016Executive AssistantFinancial Wealth Management, L...Madison, WI$35,000-$55,000 p/y
 Featured PositionFinancial Wealth Management, LLC an investment advisory firm located on the west side of Madison is seeking a full time Executive Assistant. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn, customer service oriented, and computer savvy. Working hours are 8 00 AM ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Finance - Operations/Admin
2/13/2016Operations / Client Service AssociateEllenbecker Investment GroupPewaukee, WINot Provided
 Recently PostedGreat career opportunity!
JOB TITLE OPERATIONS / CLIENT SERVICE ASSOCIATE STATUS FULL TIME / SALARIED REPORTS TO DIRECTOR OF BUSINESS OPERATIONS SUMMARY The Operations / Client Service Associate is responsible for working one on one with Wealth Advisors, Wealth Advisor Associates, their clients, and internal staff to provide exceptional client re ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Banking - Tellers/Customer Service
2/13/2016Office Admin1st Opulence FinancialNorthbrook, IL; Burlington, WI13.00-15.00
 Recently PostedGreat Job for a stay at home mom wanting to return to work
Growing Insurance Agency looking to grow its business in Southeastern Wisconsin and Northeastern Illinois......... You must be highly motivated to provide excellent customer service to all of our clients. You will answer questions from/ existing customers and perform day to day office requirements based on those calls. You ...
 Related:  Admin - Receptionist/Clerical,  Investment - Operations/Admin,  Insurance - Admin/Clerical
2/13/2016Northwestern Mutual Wealth Management Company - Investment I... Application on Employer's WebsiteNorthwestern MutualMilwaukee, WINot Provided
 Recently Posted
Federal Contractor
The Wealth Management Company summer intern will assist in performing due diligence and research for the NMWMC products. This includes researching and creating reports for mutual funds, exchange traded funds, and stocks. They will also participate in team meetings and calls with outside fund managers and research companies. ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Internships
2/10/2016Operations Support Specialist IThe American Deposit Managemen...Delafield, WINegotiable
 Recently PostedThe 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, asset exchanges, etc. via ou ...
 Related:  Accounting - Bookkeeping/Clerical,  Investment - Operations/Admin,  Finance - Operations/Admin
2/8/2016Office AdministratorThe Barry CompanyMilwaukee, WINot Provided
 Recently PostedCritical position in a small commercial real firm - do you have what it takes?
The Barry Company, one of Southeastern Wisconsin’s most well known and respected commercial real estate firms is now hiring! If you enjoy working independently in a fast paced environment and taking ownership of your role in a company, read on. Our Downtown Milwaukee office has an immediate position available for an O ...
 Related:  Admin - Secretarial and Office Mgmt,  HR - Generalists,  Investment - Operations/Admin
2/11/2016Investment Sales AssistantMid-Size Corporate CompanyBrookfield, WINot Provided
 Recently PostedBased on our rapid growth, we are seeking an Investment Sales Assistant for our team. The successful candidate will perform various advanced administrative and/or operational industry and professional functions. Provides specialized services and works closely with the Financial Professionals and clients to assist in the tea ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  Finance - Advisor/Services
2/9/2016Performance Reporting Specialist Application on Employer's WebsiteRobert W. Baird & Co.Milwaukee, WINot Provided
 Recently PostedProvide high value service to internal and external clients in an environment that promotes Baird's culture and the Operations mission and values statement. Ensure adherence to regulations, Baird policies, and department procedures and policies. Answer and/or initiate Financial Advisor and Client Specialist contact; answer ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
2/11/2016Service Intern Application on Employer's WebsiteNorthwestern MutualFranklin, WINot Provided
 Recently Posted
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 with such a long and sto ...
 Related:  Customer Service - General,  Investment - Operations/Admin,  Internships
2/8/2016Investment Operations Business Consultant Application on Employer's WebsiteNorthwestern MutualMilwaukee, WINot Provided
 Recently Posted
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 with such a long and sto ...
 Related:  Investment - Operations/Admin,  Business Ops - Business Development
1/27/2016Director, Investment Finance Job Application on Employer's WebsiteCUNA MutualMadison, WINot Provided
 Work Location This position is located in Madison, WI Relocation Assistance will be provided for the ideal candidate! We are seeking an uncommon professional to join our team as a Director, Investment Finance At CUNA Mutual Group, our in house and external investment management teams oversee $12b+ in general account assets ...
 Related:  Investment - Operations/Admin
1/30/2016Build & Release Team Leader Application on Employer's WebsiteQ.B.E North AmericaSun Prairie, WINot Provided
 Federal ContractorOversee 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 release life cycle by partic ...
 Related:  Investment - Operations/Admin
1/25/2016Strategic Change Office Manager Application on Employer's WebsiteRobert W. Baird & Co.Milwaukee, WINot Provided
 A Manager in the Strategic Change Office will work with leaders and other change agents across the firm to effectively implement strategic corporate change. Day to day responsibilities include creating and implementing plans to manage the process and human aspects of Baird corporate level changes. This individual must demon ...
 Related:  Investment - Operations/Admin,  Finance - Management,  Finance - Operations/Admin
1/25/2016Experienced Investment Banking Associate Application on Employer's WebsiteRobert W. Baird & Co.Milwaukee, WINot Provided
 For nearly 95 years, Baird has provided high quality financial advice and services with clients' best interests in mind. Employee owned and independent, Baird serves individuals, foundations, organizations and municipalities across the country as well as corporations and institutions around the world from more than 100 offi ...
 Related:  Investment - Operations/Admin,  Legal - Attorney
2/3/2016Retail Inv Op Sup Sr Spec Application on Employer's WebsiteNorthwestern MutualMilwaukee, WINot Provided
 Federal ContractorAt 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 with such a long and sto ...
 Related:  Investment - Operations/Admin,  Finance - Analysis

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