• Full Time
  • Oshkosh, WI
  • This position has been filled
  • Salary: $15.87-$20.19/hr. based on experience
Job ID: 142200


Are you an Administrative Assistant who wants to work for a growing company in a newly created position? Are you an Administrative Assistant who is looking for an opportunity with a company that offers great benefits?

Our client has been providing financial strategies for their clients for over 30 years. They offer a great benefit program that helps their employees’ achieve a successful work / life balance.


As an Administrative Assistant, you will support the Wealth Manager and Relationship Manager teams.

  • Answer incoming calls from clients, vendors and prospects
  • Backup front desk in greeting clients/visitors
  • Open, transfer, and close customer accounts
  • Backup front desk in greeting clients/visitors
  • Process paperwork for clients
  • Database cleanup
  • Manage calendars and schedules/meetings
  • Prepare documents for meetings
  • Daily deposits of checks to bank
  • Drop off and pick up mail


  • Administrative experience
  • Financial planning experience helpful
  • Bachelor’s degree preferred
  • MSWD, Excel and Outlook skills
  • CRM database experience
  • Adobe PDF experience
  • Computer savvy
  • Drive and ambition to work in finance/investment industry and grow with the company
  • Organizational skills and able to prioritize
  • Fast-paced environment
  • Team player
  • Proactively assist with client requests
  • Work independently and be self-motivated
  • Critical thinking and problem solving skills
  • Interpersonal and communication skills
  • Sincere personality, upbeat and outgoing
  • Valid license and proof of insurance


  • Company that treats each team member with value and respect
  • Work / life balance
  • Company that promotes from within
  • Quarterly bonus plan
  • Health insurance
  • Life insurance
  • 401(k)
  • Paid time off
  • Paid holidays
  • Continuing education reimbursement plan


Hours: Monday-Thursday 8:00am-4:30pm and Friday 8:00am-3:00pm

Length: Temporary-to-Hire

Pay for the Administrative Assistant position: $15.87-$20.19/hr. based on experience

Location: Oshkosh, WI

Job ID: 142200

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

Cadre is an Equal Opportunity Employer.