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    7 jobs found for Investment

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    • ADMINISTRATIVE ASSISTANT

      • Champaign, Illinois
      • Permanent
      • $40,000 - $60,000 per year
      Duties and ResponsibilitiesSupporting Investment Advisors as an Administrative AssistantIncludes but is not limited to the following duties:Prepare client correspondence as directed by Investment AdvisorsCommunicate directly with clients in person and via phone and emailPrepare paperwork based on instructions from Investment Advisor or clients Work directly with the Operations department to provide required information/items and process completed client pa
      Posted 8/19/2025
      Duties and ResponsibilitiesSupporting Investment Advisors as an Administrative AssistantIncludes but is not limited to the following duties:Prepare client correspondence as directed by Investment AdvisorsCommunicate directly with clients in person and via phone and emailPrepare paperwork based on instructions from Investment Advisor or clients Work directly with the Operations department to provide required information/items and process completed client pa
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    • Financial Client Services Specialist

      • Sarasota, Florida
      • Permanent
      • $60,000 - $65,000 per year
      We are currently recruiting for a family owned wealth management company that is looking to add a team member to their Sarasota FL. office. Our client prides themselves on being efficient, imaginative, and trustworthy, providing up-to-date financial advice for their diverse clientele. If you are looking for an opportunity with a company that values dedication and commitment look no more!Must have experience in data entry, annuity applications and setting u
      Posted 8/5/2025
      We are currently recruiting for a family owned wealth management company that is looking to add a team member to their Sarasota FL. office. Our client prides themselves on being efficient, imaginative, and trustworthy, providing up-to-date financial advice for their diverse clientele. If you are looking for an opportunity with a company that values dedication and commitment look no more!Must have experience in data entry, annuity applications and setting u
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    • Tax Advisor

      • Middleton, Wisconsin
      • Permanent
      • $100,000 - $150,000 per year
      Our client is looking to add a trusted tax advisor to deliver both hands-on tax preparation and high-level strategic tax planning. This role is critical to the launch of their in-house tax advisory services. You will work closely with their team of wealth managers and directly with clients to provide personalized, proactive guidance that aligns financial and tax strategiesLocated in a high-end office with onsite amenities: full-service cafeteria, fitness c
      Posted 8/21/2025
      Our client is looking to add a trusted tax advisor to deliver both hands-on tax preparation and high-level strategic tax planning. This role is critical to the launch of their in-house tax advisory services. You will work closely with their team of wealth managers and directly with clients to provide personalized, proactive guidance that aligns financial and tax strategiesLocated in a high-end office with onsite amenities: full-service cafeteria, fitness c
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    • Content & Communications Coordinator

      • Bismarck, North Dakota
      • Permanent
      • $48,000 - $53,000 per year
      Spherion Bismarck has a direct hire opening for a Content & Communications Coordinator. This creative individual will be responsible for crafting clear, compelling written content that communicates the Company's mission and promotes the Bismarck-Mandan region to members, partners, and prospective residents and businesses. This role focuses on strategic storytelling, content planning, and message alignment across multiple platforms including web, print, em
      Posted 8/8/2025
      Spherion Bismarck has a direct hire opening for a Content & Communications Coordinator. This creative individual will be responsible for crafting clear, compelling written content that communicates the Company's mission and promotes the Bismarck-Mandan region to members, partners, and prospective residents and businesses. This role focuses on strategic storytelling, content planning, and message alignment across multiple platforms including web, print, em
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    • RELATIONSHIP BANKER

      • Decatur, Illinois
      • Temporary
      • $18.00 - $23.00 per hour
      Spherion is seeking a Relationship Banker for a full-time, direct-hire opportunity with a respected client in the banking industry. As a Relationship Banker, you will be the primary point of contact for clients, building and maintaining strong relationships to help them achieve their financial goals. You will provide personalized banking solutions, process transactions, identify opportunities to match clients with products and services, and ensure an excep
      Posted 9/4/2025
      Spherion is seeking a Relationship Banker for a full-time, direct-hire opportunity with a respected client in the banking industry. As a Relationship Banker, you will be the primary point of contact for clients, building and maintaining strong relationships to help them achieve their financial goals. You will provide personalized banking solutions, process transactions, identify opportunities to match clients with products and services, and ensure an excep
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    • CNC Machinist

      • Tulsa, Oklahoma
      • Temp to Perm
      • $17.00 - $28.00 per hour
      Do you have CNC Lathe or Mill experience? If so, this is a perfect opportunity for you. We are seeking 2nd shift for both Lathe and Mills Machinists! These are Temp-to-Hire opportunities with an excellent benefits package once hired-on full-time.The company's tradition is one of quality, affordability, customer service, and community investment. Our high-quality equipment, customer satisfaction, and the well-being of our employees are the cornerstones of o
      Posted 6/4/2025
      Do you have CNC Lathe or Mill experience? If so, this is a perfect opportunity for you. We are seeking 2nd shift for both Lathe and Mills Machinists! These are Temp-to-Hire opportunities with an excellent benefits package once hired-on full-time.The company's tradition is one of quality, affordability, customer service, and community investment. Our high-quality equipment, customer satisfaction, and the well-being of our employees are the cornerstones of o
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    • CHIEF FINANCIAL OFFICER

      • Kalispell, Montana
      • Permanent
      • $75,000 - $125,000 per year
      The CFO establishes, coordinates, and maintains the accounting and financial systems of the Bank, and its holding company. Will develop relevant policies and procedures related to their area of responsibility. The CFO is responsible for four functional areas including Accounting, Funds Management, Financial Reporting, and Administration. These areas encompass accounting systems, account reconcilement, financial reporting, regulatory reporting, tax complian
      Posted 7/24/2025
      The CFO establishes, coordinates, and maintains the accounting and financial systems of the Bank, and its holding company. Will develop relevant policies and procedures related to their area of responsibility. The CFO is responsible for four functional areas including Accounting, Funds Management, Financial Reporting, and Administration. These areas encompass accounting systems, account reconcilement, financial reporting, regulatory reporting, tax complian
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