Wealth Assistant III
5 days ago
JOB REQUIREMENTS: Job Description Overview Primary responsibility is to provide comprehensive support to the Wealth Advisors and Portfolio Managers. The Wealth Assistant will be responsible for delivering a high degree of business efficiency and professionalism that will enhance the client experience and positively impact new business development, client referral and retention efforts. Key Responsibilities Core business understanding of Wealth services and business strategy to proactively support Wealth Advisors /Portfolio Managers throughout processes of client implementation, maintenance, and communication. Thorough knowledge of core Wealth and Bank operating platforms. Responsible for accurately opening and closing of accounts within Wealth operating systems; including initiating and tracking status of deposits as well as cash and asset transfers to/from accounts. Understanding and ability to articulate full scope of JFG products and services. Research and assist in resolving client inquiries and issues through to resolution; displays initiative to problem solve and escalate when appropriate, ability to work independently. Trade execution and verification at the direction of the Wealth Portfolio Manager or Wealth Advisor. Responsible for review, disbursement, and updating of required reports (outlier reports, direct to hold letters, investment policy statement updates, etc.). Process various client requests including but not limited to: wire transactions, funds transfers, distributions and general servicing needs. Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements and exercising sound judgment. Maintain client files to meet industry standards and compliance requirements. Accurately and timely prepare correspondence, reminders/ticklers, performance reports, documents, adhoc reports, proposals and other administrative functions. Proactively schedule client appointments and meetings, acts as the key liaison for organizing and managing client events. Coordination of meetings, calendar management, answering phones, filing, and processing of mail. Prepares and creates specialized sales presentations, client review materials, and client communication materials under limited direction from Wealth Advisors/Portfolio managers Participates in developing learning objectives/training materials and performs individualized training for frontline wealth associates. Acts as a go-to person for investment management software technical/functional support for frontline Wealth associates. Job Requirements Bachelor\'s degree with minimum 3 years experience in the financial services industry. Work experience may be considered in lieu of education. Excellent oral and written communication skills; proven organizational, analytical and follow up... For full info follow application link. Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/1A1484B9A1054748
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Wealth Services Associate
3 days ago
Racine, Wisconsin, United States JOHNSON FINANCIAL GRP Full timeJob Title: Wealth Assistant IIIJob Summary: We are seeking a highly skilled and detail-oriented Wealth Assistant III to join our team at Johnson Financial Group. As a key member of our Wealth Services team, you will provide comprehensive support to our Wealth Advisors and Portfolio Managers, ensuring seamless client experiences and driving business...
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Wealth Administration Supervisor
2 weeks ago
Racine, Wisconsin, United States Johnson Financial Group Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Administration Supervisor to join our team at Johnson Financial Group. As a key member of our Wealth Administrative team, you will be responsible for managing and directing workflow, providing comprehensive support to our team, and delivering exceptional client experiences.Key...
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Wealth Operations Manager
1 week ago
Racine, Wisconsin, United States Johnson Financial Group Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Administrative Supervisor to join our team at Johnson Financial Group. As a key member of our Wealth Administrative team, you will be responsible for managing and directing workflow, providing comprehensive support to our team, and delivering exceptional client experiences.Key...
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Wealth Admin Supervisor
4 months ago
Racine, United States Johnson Financial Group Full timeOverview Primary responsibility is to manage, direct workflow and provide comprehensive support to the Wealth Administrative team across one or multiple markets. The Wealth Administrative Supervisor will be responsible for delivering a high degree of business professionalism that will enhance the client experience and positively impact new business...
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Automated Systems Technician III
6 days ago
Racine, Wisconsin, United States AE Manufacturing Full timeJob Title: Automated Systems Technician IIIWe are seeking a highly skilled and experienced Automated Systems Technician III to join our team at AE Manufacturing. As an Automated Systems Technician III, you will be responsible for setting up and operating automated manufacturing systems and associated equipment, performing routine repair activities, and...
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Automated Systems Technician III
1 week ago
Racine, Wisconsin, United States AE Manufacturing Full timeJob Title: Automated Systems Technician IIIWe are seeking a highly skilled and experienced Automated Systems Technician III to join our team at AE Manufacturing. As an Automated Systems Technician III, you will be responsible for setting up and operating automated manufacturing systems and associated equipment, performing routine repair activities, and...
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Wealth Fiduciary Professional Internship
3 weeks ago
Racine, Wisconsin, United States Johnson Financial Group Full timeJob SummaryJohnson Financial Group is seeking a highly motivated and detail-oriented individual to join our Fiduciary Services team as a Wealth Fiduciary Professional Intern. This 10-week internship will provide the opportunity to gain hands-on experience in trust administration, estate settlement, tax and regulatory impact, and legal administrative...
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Automated Systems Technician III
3 days ago
Racine, Wisconsin, United States Applied Engineering Inc Full timeJob SummaryWe are seeking a highly skilled Automated Systems Technician III to join our team at Applied Engineering Inc. in Racine, Wisconsin. As a key member of our manufacturing team, you will be responsible for setting up and operating automated manufacturing systems and associated equipment, performing routine repair activities, and assisting outside...
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Administrative Leadership Role
4 weeks ago
Racine, Wisconsin, United States Johnson Financial Group Full timeJob SummaryThe Wealth Operations Supervisor is a key member of the Johnson Financial Group team, responsible for managing and directing the workflow of the Wealth Administrative team. This role requires a high degree of business professionalism to enhance the client experience and positively impact new business development, client referral, and retention...
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Racine, Wisconsin, United States CREE LIGHTING USA LLC Full timeJob OverviewCree Lighting is a leading innovator in LED lighting solutions for various applications, including indoor, outdoor, and intelligent lighting systems that enhance societal well-being and protect our environment. Our state-of-the-art technology provides dependable performance and value for a wide range of facilities, including educational...
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Trust Fiduciary Intern
5 days ago
Racine, United States JOHNSON FINANCIAL GRP Full timeJOB REQUIREMENTS: Job Description Overview Johnson Financial Group (\"JFG\") is looking for a Wealth Fiduciary Intern for Summer 2025 in Racine, WI! Through this internship you will work with our Fiduciary Services team and given an opportunity to assist with: Trust Administration Issues Estate Settlement Tax and Regulatory Impact Legal administrative tasks...
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Automated Systems Technician III
4 weeks ago
Racine, Wisconsin, United States AE Manufacturing Full timeJob DescriptionCompany OverviewAE Manufacturing is a leading provider of innovative engineering and technology solutions. We are seeking a highly motivated and skilled individual to join our team of experts in the field of automated manufacturing systems.Job SummaryAs an Automated Systems Technician with AE Manufacturing, you will be responsible for setting...
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Client Service Representative
2 days ago
Racine, Wisconsin, United States Robert W. Baird & Co. Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Client Specialist to join our team at Robert W. Baird & Co. As a Client Specialist, you will play a critical role in providing exceptional client service and operational support to our Financial Advisors.Key ResponsibilitiesClient Onboarding: Coordinate the onboarding process for new clients,...
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Racine, Wisconsin, United States CREE LIGHTING USA LLC Full timeJob OverviewCree Lighting, a leader in innovative LED lighting solutions, is seeking a dedicated individual to join our team as a Manufacturing Equipment Maintenance Technician III. Our organization is committed to enhancing the quality of life through advanced lighting technologies while prioritizing environmental sustainability.As a values-driven company,...
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Automated Systems Specialist III
4 weeks ago
Racine, Wisconsin, United States Applied Engineering, Inc Full timeJob OverviewCOMPANY BACKGROUNDApplied Engineering Technology, Inc. is in search of a dedicated and industrious professional to enhance our workforce. You will collaborate with a team of engineers committed to delivering superior quality, innovative solutions, skill enhancement, and career advancement.As part of our culture, you will embody values such as...
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Automated Systems Specialist III
1 month ago
Racine, Wisconsin, United States Applied Engineering, Inc Full timeJob OverviewCOMPANY PROFILEApplied Engineering Technology, Inc. is in search of a dedicated and skilled professional to enhance our engineering team. You will collaborate with a group of experts committed to delivering high-quality results, innovative solutions, and fostering personal and professional development.As part of our culture, you will engage in...
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Automated Systems Specialist III
1 month ago
Racine, Wisconsin, United States AE Manufacturing Full timeJob OverviewCOMPANY BACKGROUNDAE Manufacturing is on the lookout for a dedicated and skilled individual to become part of our innovative team. You will collaborate with a group of engineers committed to delivering high-quality solutions, fostering skill enhancement, and promoting career advancement.As a member of our team, you will embody values such as...
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Licensed Physical Rehabilitation Specialist
1 month ago
Racine, Wisconsin, United States TotalMed Staffing Full timePosition OverviewAs a Licensed Physical Rehabilitation Specialist, you will be responsible for evaluating and treating patients to enhance their physical capabilities. Your role will involve creating customized treatment strategies aimed at achieving defined rehabilitation objectives. Working alongside a dedicated team of Physical Rehabilitation Specialists...
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Manufacturing Equipment Maint Tech III
2 months ago
Racine, United States CREE LIGHTING USA LLC Full timeJob DescriptionJob DescriptionCree Lighting is a market-leading innovator of LED lighting for indoor, outdoor and intelligent lighting applications that improve society and safeguard our planet. Additionally, our cutting-edge technology delivers reliable performance and value beyond light for office and industrial buildings, schools and universities,...
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Registered Nurse
1 month ago
Racine, Wisconsin, United States Fusion Medical Staffing-Nursing Full timeFusion Medical Staffing-Nursing is actively seeking a Travel Nurse RN specializing in Medical-Surgical for an exciting opportunity. This role involves providing high-quality care to patients in a dynamic healthcare environment.Position OverviewSpecialty: Medical-SurgicalDiscipline: Registered NurseEmployment Type: TravelShift: 12 hours, daysWeekly Hours:...
