Mosaic Financial Partners | Investment Operations Associate | milwaukee, wi

THE CATHOLIC COMMUNITY FOUNDATIONPresidentThe Catholic Community Foundation has been in existence since July 2001 and exists to support the mission of the Roman Catholic Church, especially in the ten archdiocesan counties of southeastern Wisconsin. We work with donors in establishing charitable funds to create long-lasting support for the cause they care...

Company Description Milwaukee Forge is a full service forging manufacturer in Milwaukee, WI, specializing in the production of steel forged components. The company operates under World Class Manufacturing objectives, focusing on lean manufacturing techniques and Six Sigma principles. Milwaukee Forge is dedicated to long-term relationships with customers,...

Job OverviewMosaic Financial Partners is seeking a highly motivated and detail-oriented Investment Operations Associate to join our team. This role plays a vital part in supporting the growth of our investment portfolio.Salary$60,000 - $80,000 per year, depending on experienceKey Responsibilities:Prepare and process paperwork for new and existing investment...

About the RoleMosaic Financial Partners is excited to announce an opportunity for a skilled Investment Operations Associate to join our dynamic team. As a key member of our operations department, you will play a critical role in driving the success of our investment portfolio.Compensation$65,000 - $85,000 per year, based on qualifications and...

Daily Job Responsibilities• Preparing and processing paperwork needed for new and existing investment accounts• Monitoring and following up on asset transfers and funding of investment accounts. • Preparing investment proposals and materials for clients and prospects• Executing buy or sell orders • Corresponding with clients to answer routine...

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