- Thrivent Financial (Cedarburg, WI)
- …their financial goals, we'd like to connect with you. As a Thrivent financial advisor , you'll: + Provide one-on-one financial guidance and connect ... guided by their values with the support of a team of advisors and local leaders and colleagues, professional...a career change, you could be a successful Thrivent financial advisor if you're: + Self-motivated, independent… more
- UMB Bank (Milwaukee, WI)
- The **UMB Registered Fund team ** , which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust ... Fund Accountant for 15-20 funds daily, including the most complex funds of the team , and training junior Fund Accountants. **How you will spend your time:** +… more
- UMB Bank (Milwaukee, WI)
- The **UMB Registered Fund team ** , which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust ... discrepancies by collaborating with the custodian, prime brokers, transfer agency, advisor , and/or portfolio managers/traders + Review and resolve trade detail… more
- UMB Bank (Milwaukee, WI)
- …discrepancies by collaborating with the custodian, prime brokers, transfer agency, advisor , and/or portfolio managers/traders + Review and resolve trade detail ... to ensure transactions are accurately reflected by collaborating with the advisor /portfolio manager or trader. + Analyze security pricing exceptions to ensure… more