Current jobs related to Assistant Controller/Portfolio Manager - Fond du lac - National Exchange Bank & Trust

  • Assistant Design Manager

    3 weeks ago

    Fond du Lac, Wisconsin, United States J. F. Ahern Full time

    Fire Protection Design Manager OpportunityAhern, a leading mechanical and fire protection contractor, is seeking a Fire Protection Design Manager to join our team in Fond du Lac. As a Fire Protection Design Manager, you will be responsible for ensuring the quality and accuracy of design team outputs, providing technical assistance, and promoting efficiency...

  • Pest Control Specialist

    1 month ago

    Fond du Lac, Wisconsin, United States hawx Full time

    Job Title: Pest Control Service ProfessionalJob Summary:We are seeking a highly skilled and experienced Pest Control Service Professional to join our team at Hawx. As a Pest Control Service Professional, you will be responsible for delivering premier customer service to resolve pest issues, reading and interpreting pesticide labels, and recording work...

  • Pest Control Specialist

    4 weeks ago

    Fond du Lac, Wisconsin, United States hawx Full time

    Job SummaryWe are seeking a highly skilled and reliable Pest Control Service Professional to join our team at Hawx. As a Pest Control Service Professional, you will be responsible for delivering premier customer service to resolve pest issues, reading and interpreting pesticide labels, and performing residential pest management service routes with the...

  • Pest Control Specialist

    4 weeks ago

    Fond du Lac, Wisconsin, United States hawx Full time

    Job Title: Pest Control Service ProfessionalAbout the Role:We are seeking a highly skilled and motivated Pest Control Service Professional to join our team at Hawx. As a key member of our team, you will be responsible for delivering premier customer service and resolving pest issues with the highest level of professionalism and...

  • Pest Control Specialist

    4 weeks ago

    Fond du Lac, Wisconsin, United States hawx Full time

    About the RoleWe are seeking a highly skilled and motivated Pest Control Specialist to join our team at Hawx. As a Pest Control Specialist, you will be responsible for delivering premier customer service to resolve pest issues, reading and interpreting pesticide labels, and recording work activities.ResponsibilitiesEnter/exit structures, crawl spaces, climb...

  • Pest Control Specialist

    3 weeks ago

    Fond du Lac, Wisconsin, United States Orkin Full time

    About the Job:We are seeking a skilled Pest Control Specialist to join our team at Orkin. As a Pest Control Specialist, you will be responsible for providing top-notch pest management services to our residential and commercial customers.Responsibilities:Complete our award-winning company-paid training program to learn the skills required to be responsible...

  • Assistant Manager

    2 weeks ago

    Fond du Lac, United States Jimmy John Full time

    Assistant Managers help oversee in-store operations alongside the General Manager. The Assistant Manager plays a major role in ensuring the store is in exceptional order and that all employees are performing duties properly and efficiently. Assistant Managers must lead by example and execute systems and procedures with 100% integrity. As an Assistant...

  • Pest Control Specialist

    4 weeks ago

    Fond du Lac, Wisconsin, United States hawx Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Pest Control Service Professional to join our team at Hawx. As a key member of our team, you will be responsible for delivering exceptional customer service, ensuring the highest level of professionalism, and maintaining the highest standards of quality in our pest management...

  • Assistant Fire Protection Design Manager

    4 weeks ago

    Fond du Lac, United States J. F. Ahern Co. Full time

    Ahern, one of the leading mechanical and fire protection contractors in the United States, has an exciting opportunity for an Assistant Design Manager helping to lead our National team, located in our Fond du Lac office. In 2021, Ahern was ranked as the #1 specialty contractor in WI and in the top 15% of specialty contractors across the US. Building...

  • Pest Control Specialist

    4 weeks ago

    Fond du Lac, Wisconsin, United States Orkin Full time

    About OrkinOrkin is a global residential and business service provider that offers comprehensive and efficient pest management services for both residential and commercial customers.Job SummaryWe are seeking a highly motivated and detail-oriented Pest Control Technician to join our team. As an Orkin Pro, you will be responsible for providing top-notch...

  • Assistant Manager

    5 months ago

    Fond du Lac, United States GPM Full time

    Overview Join Our Dynamic Team as an Assistant Manager at Our Thriving Convenience Store! Are you ready to drive success and be the fuel behind a thriving convience store? We are on the lookout for energetic Assistant Managers to supercharge our team! Why Join Us: Weekly Paychecks: Enjoy the immediate reward of your hard work with weekly pay. ...

  • Finance & Accounting Intern - Internal Controls

    3 months ago

    Fond du Lac, United States Grande Full time

    Why Grande? With more than 80 years of crafting "The Finest Italian Cheeses That Money Can Buy", Grande is a leader in the industry! Whether partnering with independent pizzerias from coast-to-coast to ensure they're delivering the very best pizza to their customers or assisting our food manufacturing partners in delivering specialty whey ingredient...

  • Financial Analyst Intern

    3 weeks ago

    Fond du Lac, Wisconsin, United States Grande Full time

    About GrandeGrande is a leader in the industry with over 80 years of experience in crafting high-quality Italian cheeses. We are committed to quality and excellence in everything we do, from partnering with independent pizzerias to delivering specialty whey ingredient solutions to our food manufacturing partners.Job SummaryThe Internal Controls Department at...

  • Pest Management Specialist

    2 months ago

    Fond du Lac, Wisconsin, United States Hawx Services, LLC Full time

    About Hawx Pest ControlHawx Pest Control is a technology-driven company that revolutionizes the pest management industry. Our mission is to protect people and places with state-of-the-art equipment and environmentally conscious products.Job SummaryWe are seeking a talented Pest Control Service Professional to join our team. As a Pest Control Service...

  • Executive Chef

    4 weeks ago

    Fond du Lac, Wisconsin, United States Hotel Retlaw, Fond du Lac WI Full time

    Job SummaryHotel Retlaw, a multi-award-winning hotel development and hospitality management company, is seeking a skilled Line Cook to join our culinary team in Fond du Lac, WI.Key ResponsibilitiesPrepare high-quality food items in accordance with production requirements and quality standards.Maintain a safe and sanitary work environment, adhering to company...

  • Maintenance Manager

    3 weeks ago

    Fond du Lac, Wisconsin, United States Maple Meadows Assisted Living Full time

    We are seeking a Maintenance Supervisor to join our team at Maple Meadows Assisted Living. The ideal candidate will be responsible for the ongoing preventative maintenance of the facility building, equipment, and grounds, as well as troubleshooting maintenance problems when they arise.Key ResponsibilitiesPerform routine maintenance tasks to ensure the...

  • Financial Analyst Intern

    3 weeks ago

    Fond du Lac, Wisconsin, United States Grande Full time

    Why Grande? As a leader in the Italian cheese industry, Grande offers a unique opportunity for students to gain hands-on experience in financial analysis and risk management. Our commitment to quality and excellence is reflected in our industry-leading benefits and emphasis on career growth opportunities. We believe that our Associates come first at Grande,...

  • Pest Control Technician

    2 weeks ago

    Fond du Lac, United States Rentokil Inc Full time

    Benefits Start Day 1 for Full-Time Colleagues - No Waiting Period! For more information about our benefits, see below! We are proud to be a member of the Rentokil family of companies, the global leader in Pest Control and other services across more than 90 countries. We pride ourselves on being a trusted partner to many of the world's leading brands and...

  • Pest Control Technician

    2 weeks ago

    Fond du Lac, United States Rentokil North America Full time

    Benefits Start Day 1 for Full-Time Colleagues - No Waiting Period! For more information about our benefits, see below! We are proud to be a member of the Rentokil family of companies, the global leader in Pest Control and other services across more than 90 countries. We pride ourselves on being a trusted partner to many of the worlds leading brands and serve...

  • Assistant Service Manager

    2 months ago

    Fond du Lac, United States Holiday Automotive Full time

    The Assistant Service Manager is a customer-facing team member who communicates directly with both customers and technicians to ensure seamless, understandable, and positive experiences in the service department. Position is Tuesday through Saturday.  Holiday Automotive is an award-winning, family-owned company that is known for upbeat employees who embody...

Assistant Controller/Portfolio Manager

2 months ago

Fond du lac, United States National Exchange Bank & Trust Full time

Why NEBAT?

Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.

Position Summary

As an Assistant Controller and Portfolio Manager, you will work closely with the Chief Financial Officer, providing you an incredible opportunity for growth You will assist in all financial reporting and accounting functions as well as preparing monthly reports for management, annual budgets, annual audited financial statements, and other analytical reports. You will also be responsible for supervising the investments of the bank in accordance with the Bank Investment Policy ensuring the safety of invested funds and maintaining adequate liquidity, while maximizing the return on invested funds in alignment with the Bank's investment goals.

Skills & Attributes Needed

To be successful in your banking career, the following skills and attributes are needed:

  • Identify and communicate long-term goals with the ability to motivate yourself and others.
  • Demonstrate composure, critical thinking, and decision-making skills.
  • Ability to build relationships and encourage involvement.
  • Demonstrate broad knowledge and perspective with the ability to use logic to solve problems with effective solutions.
  • Organize work, set priorities, and establish objectives with ability to manage resources and time.
  • Knowledge of applicable banking and/or regulatory policies and procedures.
  • Ability to conduct analysis of various reports and metrics in alignment with financial goals.
  • Work independently, accurately and maintain good relations with the ability to adapt.

Qualifications

Ideal candidates will possess the following qualifications:

  • Highest level of confidentiality and discretion of customer and bank information.
  • Proficient in various computer software including MS Excel, Word, Teams and other financial management software.
  • Bachelor's degree in business with a major in accounting, or equivalent combination of education, training, and experience.
  • 5+ years of demonstrated and successful accounting experience.
  • 2+ years of prior banking experience or public accounting experience.

Benefits Offered

National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:

  • Health, Dental, and Vision Insurance
  • Health Savings Account with Employer Contributions
  • Short- and Long-Term Disability
  • Employer Paid Life and AD&D Insurance
  • Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
  • 401(k) with Employer Match & Profit Sharing
  • Paid Time Off
  • Flexible scheduling & telecommuting options
  • Education Assistance Program
  • Product & Service Discounts & more

National Exchange Bank & Trust is an equal opportunity employer of minorities, women, protected veterans and individuals with disabilities.