Funds And Trusts Jobs in Milwaukee, WI

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Transfer Agency Admin Ii

Umb Bank

profile Milwaukee - USA

The Registered Funds team of UMB works with clients to provide accounting tax audit and administrative services for mutual funds and collective trusts.The Transfer Agency team primarily handles the day-to-day contact for Fund Services clients. They manage and organize client launches conversions dec...

3 days ago
Full Time

Alt Investments Ops Spec L

Umb Bank

profile Milwaukee - USA

The Funds Services division of UMB works with clients to provide accounting tax audit and administrative services for alternative investments such as private equity funds hedge funds and fund of funds as well as mutual funds and collective trusts. As the Alternative Investments Operations Specialist...

9 days ago
Full Time

Fund Accountant, Trust

Ss&c

profile Fort Worth - USA

As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on...

9 days ago
Full Time

Trusts & Estate Planning Attorney

Mb Attorney Search

profile Milwaukee - USA

A well-established law firm is seeking an experienced Trust & Estates Attorney to join its sophisticated and growing Private Client Services group. This attorney will become part of a collaborative team of more than 30 trust and estates attorneys and paralegals across multiple offices advising high-...

30+ days ago
Full Time

Financial Solutions Advisor Registration Candidate...

Bank Of America

profile Milwaukee - USA

Job Description:At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.Being a Great Place to Work is core...

30+ days ago
Full Time

Financial Solutions Advisor Southeast Wisconsin Ma...

Bank Of America

profile Milwaukee - USA

Job Description:At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.Being a Great Place to Work is core...

30+ days ago
Full Time

Financial Solutions Advisor Registration Candidate...

Bank Of America

profile Milwaukee - USA

Job Description:At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.Being a Great Place to Work is core...

30+ days ago
Full Time

Internship Private Wealth Management, Hr & Recruit...

Baird

profile Milwaukee - USA

About the Role:The Private Wealth Management (PWM) Talent Team is comprised of the Academy Administrative Human Resources Recruiting and Transition teams. Together these groups support every step of the talent journey from helping current associates grow through training and development attracting a...

30+ days ago
Part-Time