About the Opportunity We are seeking a detail-oriented and motivated individual to join our Data Enrollment team during our busy enrollment season. This is an excellent opportunity for candidates who enjoy administrative work, data entry, and
Description Process routine incoming Enrollment and account-related forms by reviewing documentation and accurately entering information into designated systems. Assist with standard participant account updates, including enrollments, renewals, terminations, address changes, and other routine maintenance transactions. Review
Work Schedule: This is a full time, 1.0 FTE position. Shifts will be schedule Monday through Friday between the hours of 8-4:30pm. Hours may vary based on the operational needs of the department. This is a
Trading Specialist As a Trading Specialist, you will support investors with a broad range of trading, investment, and account-related needs while helping deepen client relationships! This role involves guiding clients through market activity, processing complex securities
Financial Advisor Opportunity We are representing a Wisconsin-based financial planning firm wanting to add a Financial Advisor within the state of Wisconsin. The company is based in the Madison area, but you can be located anywhere