• Part Time
  • Neenah, WI
  • $16.00 - $18.00 / hr. – based on experience USD / YEAR
  • This position has been filled
  • Salary: $16.00 - $18.00 / hr. – based on experience
Job ID: 138298


Are you an Administrative Assistant who has strong grammar skills? Are you an Administrative Assistant who is looking for an opportunity with part-time hours?

Our client specializes in financial services and retirement planning firm.


As an Administrative Assistant, you will process paperwork, applications and track documents.

  • Keep track of document deadlines
  • Follow workflow process for all transactions
  • Answer phones, greet visitors and interact with clients
  • Down the road work with data entry and enter investment information into their system


  • 2+ years of office experience
  • Any financial related experience is preferred
  • Any banking or financial education is a plus
  • Must be willing to obtain Life and Health, Series 7 and 66, possibly Long Term Care Insurance down the road
  • Any experience with a CRM is a plus
  • Basic/intermediate skillset in Excel, basic in MSWD and Outlook
  • Eager and driven
  • Professional written and verbal communication skills
  • Strong organizational and follow through skills
  • Must be extremely detailed and process oriented
  • Strong speaking and grammar skills
  • Ability to work well independently
  • Career driven and strong work ethic


  • Beautiful office
  • Flexible management


Hours: 20 hours per week between the hours of 8:00am – 5:00pm

Length: Temporary to Hire

Pay for the Administrative Assistant position: $16.00 – 18.00 / hr. – based on experience

Location: Neenah, WI

Job ID: 138298

Job descriptions may not include every responsibility or qualification of the position.

Cadre is an Equal Opportunity Employer.

To learn more about Cadre and to view hundreds of immediate openings, please visit our website at www.cadreservices.com.