Review Services, Inc. is seeking an Administrative Assistant to work part time (15 18 hours per week with the ability to be flexible with schedule at times) at an independent financial planning firm in Brookfield. The responsibilities include Perform a variety of administrative tasks to support the day to day operations, such as scanning, client service, correspondence, r

Job Location Tri County YMCA Menomonee Falls, WI Position Type Part Time   Salary Range $11.00 $13.00 Hourly Description GENERAL FUNCTIONS Under the direction of the Membership Director and in accordance with Association policies, the Member Representative is a subject matter expert on the value of Y memberships and program options. The Member Representative will use

Build and maintain rapport by delivering excellent customer service via phone and email in a call center environment. Own an assigned portfolio of past due accounts. Maintain low portfolio aging by conferring with customers to determine reasons for overdue payments. Meet and maintain department goals while multitasking in a fast paced environment. Collaborate with a team

Job Location NB YMCA Wellness Center New Berlin, WI Position Type Part Time   Salary Range $11.00 $13.00 Hourly Description GENERAL FUNCTIONS Under the direction of the Operations Director and in accordance with Association policies, the Member Representative is a subject matter expert on the value of Y memberships and program options. The Member Representative will u

Financial Specialist Milwaukee Area Branches ID 2024 5377 Location City Wauwatosa Category Financial Specialist FTE 1.0 Schedule Availability Monday Friday 8 30am 6 15pm + 6 Saturdays per quarter 8 30am 1 30pm Salary Grade 7 Min USD $23.00/Hr. Mid USD $26.63/Hr. Overview UW Credit Union is growing and hiring a group of Financial Specialists to provide remarkable service a

Private Wealth Advisor II Job Locations US WI Milwaukee Category/Function Trust/Wealth Management Position Type Regular Full Time Requisition ID 2024 14694 Workplace Type On Site Overview Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trus

This is a customer service position assisting a diverse student population. In this role you will guide students through the financial aid process and counsel prospective and current students through funding options. Financial Advisors receive onboarding support through our On the Job Training Program and have opportunity for growth by means of our Career Pathways. QUALIF

Patient Financial Counselor I Job ID 2024 27416 # Positions 1 Job Location US Telecommute Telecommute (U.S.) Position FT/PT Full Time Category Medical Office Professionals Why Us? With a mantra of Empowering Human Potential, Hanger, Inc. is the world's premier provider of orthotic and prosthetic (O&P) services and products, offering the most advanced O&P solutions, clinic

Patient Financial Advocate Join the transformative team at City of Hope , where we're changing lives and making a real difference in the fight against cancer, diabetes, and other life threatening illnesses. City of Hope's growing national system includes its Los Angeles campus, a network of clinical care locations across Southern California, a new cancer center in Orange

Job Location Southwest YMCA Greenfield, WI Position Type Part Time   Salary Range $11.00 $13.00 Hourly Description GENERAL FUNCTIONS Under the direction of the Membership Director and in accordance with Association policies, the Member Representative is a subject matter expert on the value of Y memberships and program options. The Member Representative will use their

Identify, develop, maintain, and manage a diverse client portfolio with Municipalities and WisDOT Manage municipal/DOT clients' real estate needs, including Acquisition cost estimating Appraisal Negotiation Acquisition/Relocation Setting and maintaining project budgets and overseeing projects Lead, mentor, and develop staff and a team of real estate professionals Real Est

OUR HERITAGE BENEFITS YOUR FUTURE! Here at TWIN DISC, we have a proud history of developing and pioneering transmission and propulsion solutions for equipment that fuels the world. Over the years, we’ve built a strong company that is centered on innovation and employee ingenuity making us an industry leader and respected throughout the markets we serve. As we contin

Plans and prepares financial and statistical analyses for new programs, projects, and services. Plans, prepares, communicates, and monitors financial projections including but not limited to revenue and expense statements, balance sheets, cash flow statements, and key financial indicators. Thoroughly understands their inter relatedness and quickly assesses the impact of c

Some of the key responsibilities for this position will include Review and accurately evaluate financial aid application and any supporting documentation in compliance with federal and state regulations. Review professional judgement (i.e. special circumstance, budget adjustments, dependency overrides) requests and recalculate awards/budgets based upon eligibility and pro

This role supports the Wealth Advisory Investment Advisory team on a national level. They handle client service matters through timely and efficient communication, processing of client paperwork and client requests while following best practices as outlined by Wealth Advisory leadership. They are open to feedback and learning opportunities and have an overall understandin