Finance Banking Jobs in Mequon

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Posted On Sep 23, 26
Full-time 4 views Experience : 2-6 yrs required

Title: Litigation Associate Job Responsibilities: The litigation associate will be responsible for handling a range of commercial litigation matters. This includes representing clients from various sectors such as banking, financial institutions, private equity,... manufacturing, distribution, real estate, franchising, and professional service firms....

Full-time 4 views Experience : 10-15 yrs required

support partners regarding commodity derivatives, relevant swap dealer and banking regulations, and related risks... in a fast-growing, fast-paced environment. - Support non-derivative traded products including physically-settled commodity spot and forward transactions, leasing arrangements, financing, purchase and sale agreements, including regulatory, documentat...

Full-time 4 views Experience : Min 5 yrs required

Title: Assistant General Counsel & Assistant Secretary - Institutional Investments Job Responsibilities: The Assistant General Counsel & Assistant Secretary will be a key member of the Institutional Investments Team within the department, providing legal advice and support for the company's...

Posted On Sep 03, 26
Full-time 2 views Experience : Min 5 yrs required

Title: Legal Assistant Job Responsibilities: The role of a Legal Assistant at the law firm involves a variety of administrative and organizational tasks to support attorneys and ensure the efficient operation of the legal office. Key responsibilities include: - Legal & Administrative Support:...

Full-time 2 views Experience : 3-5 yrs required

Title: Legal Counsel Job Responsibilities: Transactional Support - Review, negotiate, and manage commercial real estate financing documents. - Support the structuring and closing of C-PACE transactions nationwide. - Review loan documents, intercreditor agreements, subordination agreements, guaranties, and related transaction documents. - Assist with construction financing, draw...

Full-time 2 views Experience : 3-4 yrs required

Job Title: Consumer Finance Associate Job Responsibilities: The Consumer Finance... Associate is expected to... provide expert legal counsel to a range of financial entities, including banks, credit unions, FinTech companies, non-bank commercial and consumer lenders, servicers, consumer reporting agencies, and technology providers....

Posted On Sep 14, 26
Full-time 31 views Experience : Min 6 yrs required

Overview . Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries. The Firm and its Foundation give approximately US$200 million annually to nonprofit organizations...

Posted On Aug 15, 26
Full-time 21 views Experience : Min 1 yrs required

Title: Debt Collection Specialist Job Responsibilities: The Debt Collection Specialist at the law firm is responsible for managing an assigned portfolio of past-due accounts. The role involves several key duties, including: - Investigating consumer assets to determine financial status and ability to pay. -...

Posted On Sep 25, 26
Full-time 2 views Experience : Min 5 yrs required

Title:** Tax Manager - Banking & Capital Markets **Job... midsize clients in the banking and securities industries. The... role involves working directly with clients, leading engagement teams, collaborating with specialists, and receiving support from leadership to grow one's career....

Full-time 1 views Experience : Min 8 yrs required

Banking and Capital Markets Tax... their tax positions. Reviewing and analyzing financial data, preparing and filing tax returns, and assisting businesses in meeting their tax obligations while minimizing risks of non-compliance. Leading tax compliance efforts for banking and capital mar...

Posted On Sep 09, 26
Full-time 2 views Experience : 5-9 yrs required

Title: Senior Wealth Strategist / Certified Financial Planner - JD / LLM Job Responsibilities: The Senior Wealth Strategist / Certified Financial Planner is responsible for providing specialized wealth planning for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients to...

Posted On Sep 14, 26
Full-time 2 views Experience : Min 6 yrs required

- Banking and Specialty Finance Job Responsibilities: - Consult... with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers....

Full-time 69 views Experience : Min 7 yrs required

Title: Attorney – Estate Planning Job Responsibilities: - Develop and implement advanced estate planning strategies, including but not limited to SLATs (Spousal Lifetime Access Trusts), GRATs (Grantor Retained Annuity Trusts), IDGTs (Intentionally Defective Grantor Trusts), CLTs (Charitable Lead Trusts), FLPs (Family Limited...

Posted On Aug 23, 26
Full-time 2 views Experience : Min 10 yrs required

Wealth Strategist Job Responsibilities The PWM Wealth Strategist is tasked with collaborating with Private Wealth Advisors to cultivate and establish new client relationships, typically with individuals whose net worth exceeds $10 million, within the Private Wealth Management sector. The strategist plays a...

Full-time 2 views Experience : Min 3 yrs required

and support concerning a wide array of corporate, securities, governance, finance, disclosure, and compliance matters... for a publicly traded company. Key responsibilities include: - Preparing board resolutions, presentations, and other board materials related to company transactions, annual meetings, share plan operati...

Posted On Sep 09, 26
Full-time 2 views

Title: Paralegal Job Responsibilities: - Client Intake: - Answer intake calls from prospective clients and gather necessary information for attorney evaluation. - Accurately enter new leads and ensure follow-up to prevent any lapse in communication. - Schedule consultations, send confirmations, and reminders....

Posted On Jul 08, 26
Full-time 2 views Experience : 10-12 yrs required

Title: Senior Director of Fiduciary Administration Job Responsibilities: - Develop fiduciary policies, procedures, administration standards, and governance frameworks to ensure consistent execution and strong oversight. - Lead fiduciary officers and trust administration professionals by providing direction, coaching, performance oversight, and workflow guidance. - Drive...

Posted On Jul 17, 26
Full-time 1 views Experience : 1-3 yrs required

Perform data entry of banking information to maintain up-to-date... records. - Prepare bank deposits, ensuring all cash and checks are accounted for and deposited correctly. - Reconcile daily deposits to ensure all transactions are accurately recorded and any discrepancies are resolved promptly. Skills...

Posted On Aug 07, 26
Full-time 1 views Experience : Min 4 yrs required

Title: Paralegal Job Responsibilities: - Provide legal and litigation support to the Law Department by managing legal processes, conducting research, and collaborating with attorneys and business teams. - Ensure accurate and efficient handling of legal matters in compliance with regulatory requirements to support...

Posted On Aug 24, 26
Full-time 1 views Experience : 2-8 yrs required

firm seeks a Consumer Finance Associate with 3-4 years... of relevant experience to join its Financial Regulatory practice in Milwaukee, WI. The candidate will counsel various financial entities on federal and state financial laws and banks, credit unions, and...

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