Mosaic Financial Partners | Investment Operations Associate | milwaukee, wi
3 weeks ago
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 client questions and service requests
• Drafting and delivering financial plans
• Entering and maintaining client information in our financial planning and client management systems
• Researching investments that clients may currently hold or plan on holding
• Participating in client meetings and phone calls as needed
• Handling incoming service requests from clients unassigned to an advisor
Firm Responsibilities
• Understand and support the firm’s vision, mission, and values
• Participate in the completion of strategic initiatives and projects
• Engaging in teambuilding and integrating into the culture of the firm
Skills/Qualifications Required:
• Bachelor’s degree required – Finance preferred
• 3 years of industry experience working with investments preferred
• Life and health insurance licensed – preferred or willing to obtain within the first 3 months
• Series 7 and 63 licensed – preferred or willing to obtain within 12 months
• Customer service experience - including excellent oral and written communication skills
• Must be able to work both independently and in a team
• Ability to anticipate client needs and service requests
• Willingness to learn and embrace change in a fast-paced environment
• Ability to maintain confidentiality
-
Financial Operations Specialist
3 days ago
Milwaukee, Wisconsin, United States Mosaic Financial Partners Full timeJob 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...
-
milwaukee, United States Archdiocese of Milwaukee Full timeTHE 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...
-
milwaukee, United States Milwaukee Forge Full timeCompany 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,...
-
Investment Account Coordinator
3 days ago
Milwaukee, Wisconsin, United States Mosaic Financial Partners Full timeAbout 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...
-
Investment Operations Associate
2 weeks ago
Milwaukee, United States Mosaic Financial Partners Full timeDaily 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...
-
Investment Operations Associate
3 weeks ago
Milwaukee, United States Mosaic Financial Partners Full timeDaily 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...
-
Investment Operations Associate
3 weeks ago
Milwaukee, United States Mosaic Financial Partners Full timeDaily 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...
-
Financial Services Coordinator
2 weeks ago
Milwaukee, Wisconsin, United States Mosaic Financial Partners Full timeAbout the RoleWe are seeking a highly skilled and organized Financial Services Coordinator to join our team at Mosaic Financial Partners.As a key member of our operations team, you will play a vital role in supporting the daily activities of our financial advisors and ensuring the smooth delivery of our services to clients.Job ResponsibilitiesPrepare and...
-
Home Health Physical Therapist
2 weeks ago
Milwaukee, Wisconsin, United States Interim HealthCare of Milwaukee, WI Full timeJob SummaryWe are seeking a highly skilled Home Health Physical Therapist to join our team in Milwaukee, WI. As a Home Health PT, you will provide personalized physical therapy services to patients in the comfort of their own homes.About the RoleThis is a part-time and PRN opportunity that requires a minimum of 1 year of experience in home healthcare. You...
-
milwaukee, United States Accelerate Professional Talent Solutions Full timeA Client Service Associate job in Milwaukee, WI is available through Accelerate Professional Talent Solutions. This is a fully onsite role in downtown Milwaukee in a small team-oriented office environment that is newly created due to company growth. This role requires candidates to have 4+ years of strong client service experience and excellent communication...
-
Medical Imaging Specialist in Milwaukee, WI
2 weeks ago
Milwaukee, Wisconsin, United States Excite Health Partners Full timeJob OverviewWe are seeking a highly skilled Medical Imaging Specialist to join our team at Excite Health Partners in Milwaukee, WI.This is a 13-week contract position with a day shift schedule of 8:00 AM - 4:30 PM, working 40 hours per week.Key ResponsibilitiesOperate GE and Siemens scanners to produce high-quality medical imagesWork independently with...
-
Operating Room Specialist
3 weeks ago
Milwaukee, Wisconsin, United States GQR Healthcare-Allied Full timeWe are seeking a highly skilled Operating Room Specialist to join our team in Milwaukee, WI.About the OpportunityThis is a 13-week contract position with 36 hours per week and 12-hour shifts. The ideal candidate will have experience in Cardiovascular Operating Rooms and a passion for delivering exceptional patient care.As an Operating Room Specialist with...
-
Travel Surgical Tech- Milwaukee, WI
2 weeks ago
Milwaukee, United States Soliant Full timeJob DescriptionJob DescriptionMinimum 2+ years surgical tech / operating room experience required.Job Opportunity: Travel Surgical Tech Milwaukee, WISchedule: 3x12sAssignment Length: 13 weeksPosition Requirements:Experience: Minimum of 2 years of full-time equivalent experience as a Surgical Technologist Why Milwaukee, WI? Milwaukee, known as the "Brew...
-
Associate Dentist Milwaukee, WI
3 months ago
Milwaukee, United States Nirvana Healthcare Full timeAbout the job Associate Dentist Milwaukee, WI Full Time or Part Time Associate Dentist Position!We are looking for a Full Time or Part Time Associate Dentist!We are a well-established Private Dental Practice that is devoted to providing our patients with the personal attention and gentle care they deserve.Our practice is modern with advanced technology that...
-
Local Milwaukee, WI Truck Driver
2 months ago
Milwaukee, United States Roehl Transport Full timeBe home every day in this Milwaukee area truck driving job\. + You'll start and end your day at our Oak Creek, WI location\. + You'll work Monday to Friday, 6 pm to 6 am\. + You will haul dry van freight using our excellent equipment\. You'll be based out of our Oak Creek Drop Yard: 1770 Ridgeview Dr Oak Creek, WI 53154 **Google Maps...
-
Milwaukee, United States Sunbelt Staffing Full timeJob DescriptionJob DescriptionMinimum 1+ years nursing experience required.Travel Registered Nurse (RN) - Operating Room (OR)Location:Milwaukee, WISchedule: Day Shift- 4x10 Hours:Mon-Fri 0630-1700 with rotating off dayJob Description: Are you a skilled and experienced Operating Room Registered Nurse seeking your next travel adventure? Join our team in...
-
Medical Technologist
6 days ago
Milwaukee, Wisconsin, United States Advantis Medical Full timeJob OverviewAdvantis Medical is seeking an experienced CVOR Technologist for a travel position in Milwaukee, Wisconsin.About the CompanyWe are a Joint-Commission-certified agency with a relentless focus on matching our clinicians with their next dream assignment. Our investments in technology and exceptional human experience set us apart from other travel...
-
Milwaukee, Wisconsin, United States NuWest Travel Nursing Full timeExciting Operating Room Nursing OpportunityNuWest Travel Nursing is seeking a highly skilled Operating Room nurse to join our team for a 13-week contract in Milwaukee, WI.About the Position:Job Title: Operating Room Nurse (RN)Location: Milwaukee, WIDuration: 13 weeksShift: 8 hours, evenings (5x8 schedule)About the Company:NuWest Travel Nursing is a leading...
-
Operating Room Nurse Position in Milwaukee, WI
3 weeks ago
Milwaukee, Wisconsin, United States Host Healthcare Full timeJob Title: Operating Room Nurse Position in Milwaukee, WIWe are seeking a skilled and dedicated Operating Room Nurse to join our team at Host Healthcare in Milwaukee, WI.About the JobThis is a travel nursing job with a duration of 13 weeks.The shift schedule is 8 hours per day, 40 hours per week.As an Operating Room Nurse with Host Healthcare, you will have...
-
OR Operating Room Nurse
3 weeks ago
Milwaukee, Wisconsin, United States Ascension Full timeWe are seeking an experienced OR Operating Room Nurse to join our team at Ascension Wisconsin in Milwaukee, WI. As a valued member of our nursing staff, you will have the opportunity to work in a fast-paced and dynamic environment where you can utilize your skills and expertise to provide high-quality patient care.Estimated Salary: $80,000 - $120,000 per...