Job(s) 1 to 15 of 71
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 ...
6/24/2016
Madison, WI
$46,737.00 - $77,126.00 / yr
Recently Posted
for this position include Administering and managing of the programs and staff within the Revenue Accounting Unit Administering the planning, budgeting, auditing, and analysis of the revenue and cost accounting programs within the Division of Motor Control over all financial processing within the Di ...
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 ...
6/11/2016
Brookfield, WI
Not Provided
SVA Plumb Wealth Management is seeking an experienced Financial Consultant to service our clients out of our Brookfield, WI office. SVA Plumb Wealth Management provides individual clients with comprehensive financial planning, investment advisory and portfolio management services. We also provide se ...
6/15/2016
Onalaska, WI
Not Provided
Wealth Advisor Wealth Management The role of the Advisor is to establish value added relationships with customers, understanding their financial needs and offering solutions for those needs. Advisor should to be able to competently discuss and advise on top ...
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 ...
6/10/2016
Madison, WI
Not Provided
Federal Contractor
Wisconsin Bank & Trust is a member of Heartland Financial Inc, USA , a $6.7 billion company. Heartland Financial is a growing and innovate banking organization with full service banking centers located in 10 states and ranked in the Top 100 bank holding companies by asset size. HTLF Investment Servi ...
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 ...
6/10/2016
Janesville, WI
Not Provided
This professional is responsible for the client service & marketing functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. They will also participate in th ...