Finance Operations Specialist

4 days ago


Milwaukee, Wisconsin, United States Insight Global Full time
Job Summary

We are seeking an experienced Finance Operations Specialist to join our team. In this role, you will be responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients.

About the Job
  • You will communicate timely and effectively with trust administration, investment officers, trade services, and various other departments as required.
  • You will establish and maintain strong working relationships with mutual fund representatives and service providers.

In addition, you will provide operational support and processing of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients for various purposes.

Key Responsibilities:
  1. Setting up securities, general account and asset level maintenance with some level of supervision.
  2. Effectively and accurately coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines.
  3. Understanding and achieving established Service Level Agreements.
  4. Accountable for compliance with established department policies and procedures.
Requirements

To be successful in this role, you will need:

  • Bachelor's Degree in related fields (Business or Finance) Or Two Years of equivalent experience in Finance.
  • Excel experience (filtering and sorting features and functions).
  • Great communication, energy, and work ethic.
  • A basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients.
Benefits

We offer a competitive salary range of $60,000 - $80,000 per year, depending on your experience.



  • Milwaukee, Wisconsin, United States Top Tier Reps LLC Full time

    Top Tier Reps LLC: Mid-Level Project Finance AssociateWe are seeking a highly skilled Mid-Level Project Finance Associate to join our team in one of the following offices: Houston, Los Angeles, Madison, Milwaukee, New York, or Washington DC.OverviewThis is a full-time position that requires strong analytical and writing skills, with a focus on renewable...


  • Milwaukee, Wisconsin, United States Johnson Controls Full time

    Job OverviewThis is an exciting opportunity to join Johnson Controls as a Payroll Operations Manager for North America. As a key member of our team, you will be responsible for managing day-to-day payroll operations and leading a team of payroll specialists.About the RoleThe successful candidate will have excellent analytical skills, strong communication...


  • Milwaukee, Wisconsin, United States Advocate Aurora Health Full time

    Job Title: Operating Room Nurse SpecialistWe are seeking a skilled Operating Room Nurse Specialist to join our team at Advocate Aurora Health - St. Luke's Medical Center.Job OverviewThe Operating Room Nurse Specialist will play a critical role in ensuring the highest level of patient care and satisfaction in the operating room environment. This individual...


  • Milwaukee, Wisconsin, United States RITE-HITE HOLDING CORP Full time

    Job Title: Senior Business Analyst - Manufacturing and Finance ExpertRite-Hite Holding Corp is seeking a highly skilled Senior Business Analyst to lead and be the subject matter expert in assigned business process areas related to manufacturing and finance within the organization.Key Responsibilities:Serve as the SME for system applications within the...


  • Milwaukee, Wisconsin, United States Froedtert Health Full time

    Job OverviewFroedtert Health, a renowned regional health network, is seeking an experienced Operating Room Specialist to join their team in Milwaukee, Wisconsin. With a strong emphasis on patient care and innovation, Froedtert Health offers a dynamic work environment that fosters collaboration and respect among healthcare professionals.This exciting...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    About Northwestern MutualAt Northwestern Mutual, we are a strong and innovative company that is growing rapidly. We invest in our people and strive to make a positive difference.The Senior Debt Fund Finance Director will play a key role in managing the fund operations of Northwestern Mutual Capital's third-party junior debt funds.


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    We are seeking a highly skilled Senior Director of Field Finance Strategy to lead our field finance initiatives. With a strong background in financial analysis and project management, you will be responsible for directing critical consulting programs and strategic initiatives promoting growth and financial health of Field leaders and advisors.The ideal...


  • Milwaukee, Wisconsin, United States Midwest Refrigerated Milwaukee, Inc. Full time

    Job OverviewWe are seeking a reliable and detail-oriented Warehouse Operations Specialist to join our team at Midwest Refrigerated Milwaukee, Inc. in Milwaukee, WI.This is an exciting opportunity for individuals looking to launch their career with a family-run company that values its employees and provides a great work environment.


  • Milwaukee, Wisconsin, United States Prospect Airport Services Full time

    **About Prospect Airport Services**Prospect Airport Services is a leading provider of airport services, dedicated to delivering exceptional experiences to our customers.Estimated Salary Range: $45,000 - $65,000 per year**Job Description:**As an Airline Operations Specialist with Prospect Airport Services, you will play a critical role in ensuring the smooth...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    About the Role:We are seeking a highly skilled and experienced Senior Director to lead our Field Finance and Strategic Initiatives team. As a key member of our leadership team, you will be responsible for driving strategic growth and financial health across our field organization.Job Summary:The successful candidate will have a strong background in finance...


  • Milwaukee, Wisconsin, United States Penrod Full time

    Job Title:HR Operations SpecialistAbout the Role:We are seeking a highly organized and detail-oriented HR Operations Specialist to join our team. As an HR Operations Specialist, you will provide day-to-day tactical HR support across a range of functions, including administration, compliance, recruitment, benefits, and engagement.Key Responsibilities:Employee...


  • Milwaukee, Wisconsin, United States CSM Corporation Full time

    Job Title: Hotel Audit SpecialistJoin CSM Corporation's team as a Hotel Audit Specialist and take advantage of this exciting part-time opportunity. As a key member of our finance team, you will play a crucial role in ensuring the accuracy and integrity of our financial records.About the Role:This position involves balancing and closing previous business...


  • Milwaukee, Wisconsin, United States Johnson Controls Full time

    Build a fulfilling career with Johnson ControlsWe're a global leader in smart, healthy and sustainable buildings, dedicated to reimagining the performance of buildings to serve people, places and the planet.About the Role:You'll oversee payroll operations for North America, ensuring accurate and timely processing of multiple reconciliations and audits. As a...

  • Nurse Specialist

    6 days ago


    Milwaukee, Wisconsin, United States Host Healthcare Full time

    Job OverviewWe are seeking a skilled Nurse Specialist to join our team in the Operating Room at a leading healthcare facility in Milwaukee, Wisconsin.Key Responsibilities:Provide exceptional patient care and support during surgical proceduresCollaborate with anesthesiologists, surgeons, and other healthcare professionals to ensure seamless patient...


  • Milwaukee, Wisconsin, United States Global Channel Management Full time

    About the role of Financial Operations Specialist at Global Channel Management The estimated salary for this position is around $60,000 per year. ​Company Overview:In an exciting opportunity to contribute to a dynamic organization, we are seeking a skilled AP Clerk with 2+ years of experience in financial operations.​Job Description:We are looking for a...


  • Milwaukee, Wisconsin, United States ORTHOPAEDIC HOSPITAL OF WISCONSIN Full time

    Job OverviewWe are seeking a highly skilled and dedicated Operating Room Nurse Specialist to join our team at the Orthopaedic Hospital of Wisconsin.The successful candidate will be responsible for providing exceptional patient care in a fast-paced OR environment, working closely with surgeons, anesthesiologists, and other healthcare professionals to ensure...


  • Milwaukee, Wisconsin, United States Underground Administration Full time

    Job Title:IT Support Specialist - Hardware OperationsOverview:Underground Administration is seeking a highly motivated IT Support Specialist to join our team. In this role, you will be responsible for the proper functioning of our local IT hardware operations, providing basic technical support to users related to their notebooks, headsets, and other...


  • Milwaukee, Wisconsin, United States Penske Full time

    About PenskePenske is a premier global transportation provider delivering essential and innovative transportation, logistics, and technology services.Job OverviewWe are seeking a Maintenance Operations Specialist to join our team. This role will be responsible for managing inventory and administrative processes to support maintenance operational efficiency,...


  • Milwaukee, Wisconsin, United States Advocate Aurora Health Full time

    We are seeking an experienced Operating Room Specialist to join our team at Advocate Aurora Health in Milwaukee, Wisconsin.Job DescriptionThis role will involve assisting surgeons and medical professionals during surgical procedures, ensuring a safe and efficient environment for patients. The ideal candidate will have excellent communication skills, be able...


  • Milwaukee, Wisconsin, United States Metasys Technologies Full time

    We are seeking a highly skilled Logistics Operations Specialist to join our team at Metasys Technologies. In this role, you will be responsible for analyzing logistics data to identify trends and areas of improvement. The successful candidate will have a strong background in logistics and supply chain management, with experience working with large...