Investment Accounting Specialist

Job Description:We are seeking a highly skilled Investment Accounting Lead to join our team at Waycrosse. As a key member of our accounting department, you will be responsible for leading the investment accounting team and overseeing the planning, activities, and delivery of investment data, accounting, and reporting.Key Responsibilities:Lead and manage the...

Accounting OpportunityWe are seeking an experienced Accounting Specialist to join our team at Waycrosse, Inc. This role is responsible for the timely entry and reconciliation of holdings, transactions, and values of assigned brokerage and asset accounts.About the RoleThis position requires strong accounting knowledge, attention to detail, and effective...

The Investment Accountant role at Waycrosse is a dynamic position responsible for the timely entry and reconciliation of holdings, transactions, and values of assigned brokerage and asset accounts.Key ResponsibilitiesReconcile daily, monthly, or quarterly investment records and activities, comparing external custodial records with investment accounting...

About the RoleThis Senior Relationship Manager position plays a critical role in servicing assigned Trust Department related accounts, including investment agency, trusts, IRAs, and custodial accounts.You will be responsible for retaining, developing, and expanding multi-level relationships with existing high net worth clients to drive asset growth and...

Job OverviewAt Waycrosse, Inc., we are committed to providing comprehensive wealth management services to our clients. As an Investment Portfolio Manager, you will play a key role in ensuring the timely entry and reconciliation of holdings, transactions, and values of assigned brokerage and asset accounts.About the PositionThis role requires strong...

Job OverviewCercano Management LLC is a leading investment manager seeking an experienced Tax Director to join its Finance team. The successful candidate will play a critical role in supporting the Managing Director of Tax and driving strategic initiatives.Salary and BenefitsThe salary range for this position is $162,000 - $207,000 per annum, with a...

About the RoleWe are looking for a dedicated Maintenance Technician to join our team at Investment Property Group. As a key member of our maintenance team, you will be responsible for completing assigned work orders and preventative maintenance tasks on the property. Your attention to detail and ability to work independently will be essential in ensuring the...

Key Responsibilities:Service assigned Trust Department related accounts, including investment agency, trusts, IRAs, and custodial accounts.Retain, develop, and expand multi-level relationships with existing high net worth clients to drive asset growth and revenue.Provide wealth planning concepts and solutions, acting as a consultant for internal partners and...

The Senior Commercial Insurance Specialist role at SantoSelect involves managing the agency's larger client base and key client accounts. With 7-10 years of direct client commercial insurance service experience, you will be responsible for conducting thorough account reviews, providing ongoing coverage gap analysis, and documenting recommendations. This...

Job Title: Private Banking SpecialistWe are seeking a skilled and experienced banking professional to join our team at Associated Bank.As a Private Banking Specialist, you will be responsible for providing financial expertise on Associated products and services to high net worth clients. You will work closely with sales or relationship management team...

As an Investment Accountant at Waycrosse, you will be responsible for ensuring accurate and timely distribution of portfolio and client data, statements, and reports.ResponsibilitiesAdhere to effective accounting policies, procedures, calendars, and KPIs to meet deadlines.Reconcile investment records, investigate discrepancies, and post transactions from the...

SantoSelect seeks a results-driven Senior Commercial Insurance Specialist to lead our team of commercial account managers and assistants. As a key member of our sales team, you will be responsible for managing the agency's larger client base and key client accounts. With 7-10 years of direct client commercial insurance service experience, you will conduct...

Job SummaryWe are seeking a detail-oriented Financial Operations Specialist to join our team at Wayzata Lake Apartments.Company OverviewOur company is dedicated to providing exceptional living experiences for our residents. We strive to create a collaborative and dynamic environment that fosters growth and learning.Salary and BenefitsThe successful candidate...

About Trean CorporationTrean Corporation is a leading provider of workers' compensation insurance solutions. We are seeking an experienced Sales Specialist to join our team.Job Summary:The Sales Specialist will be responsible for building and maintaining strong relationships with our agency partners, driving new business growth, and developing strategic...

NBG Sport Clips OverviewWe invest in our stylists' success through ongoing training and development, helping you stay ahead of the latest trends and techniques. Our supportive community ensures you'll have the resources to excel in your career.Estimated Salary: Based on industry standards, location, and experience, we estimate a salary range of $40,000 -...

Job Overview: SantoSelect seeks a seasoned Senior Commercial Insurance Specialist to manage the agency's larger client base and key client accounts. This role requires 7-10 years of direct client commercial insurance service experience, strong technical knowledge of commercial coverages, and excellent written and verbal communication skills.Salary: $85,000 -...

Randstad Strategic Accounts is seeking a business professional with knowledge and proficiency in the banking industry to fill a contract position with a top-tier bank in the financial sector. The ideal candidate will contribute to driving personal and organizational goals.Front desk and greeting of clients for the Advising teamCustomer service, including...

Garda Capital Partners is a leading alternative investment firm with over two decades of experience in deploying relative value strategies across fixed income markets. Our team has offices worldwide, including Wayzata, New York City, West Palm Beach, Geneva, Zug, Copenhagen, Singapore, and Scottsdale.Job OverviewWe are seeking an experienced Software...

At Trean Corporation, we are seeking a highly skilled Senior Account Executive to join our team. This is an exciting opportunity for a motivated professional to work independently and collaboratively as part of our Reinsurance team.">The estimated annual salary for this position is between $80,000 and $120,000, depending on experience and...

Job Title: Wealth Management ProfessionalWe are seeking a highly skilled and experienced wealth management professional to join our team at Associated Bank.As a Wealth Management Professional, you will be responsible for providing financial expertise on Associated products and services to high net worth clients. You will work closely with sales or...