• Full Time
  • Neenah, WI
  • This position has been filled
  • Salary: $50,000-$55,000/yr. based on experience
Job ID: 142102


Are you a Direct Hire Financial Assistant who has strong organizational & time-management skills? Are you a Direct Hire Financial Assistant who enjoys detailed work?

Our client specializes in investments for high net worth family and individuals.


As a Financial Assistant, you will respond to client inquiries as well as assist/support senior advisors with client matters which may include attending client meetings.

  • Research processes and procedures
  • Prepare memos of researched subjects
  • Establish and organize client files
  • Assist senior advisors with the creation of documents and spreadsheets


  • Administrative support, banking & investment and/or paralegal type backgrounds
  • Finance, accounting, investment management or banking industries experience preferred
  • Advent Black Diamond Portfolio Management System and Charles Schwab Advisor Center experience a plus
  • Series 65 (uniform investment adviser law exam) preferred (will have to obtain this after beginning employment, they pay for everything)
  • Associate or Bachelor’s degree in Paralegal studies or a related field preferred
  • MSWD, Excel, PowerPoint and Outlook skills
  • Strong organizational and time management skills to meet deadlines
  • Detail oriented
  • Ability to maintain confidentiality and exercise discretion & good judgment
  • Work well both independently and collaboratively
  • Willingness to learn new skills and adapt well to change


  • Excellent work life balance
  • Independent company with an outstanding reputation with clients and the broader community
  • Health insurance
  • HSA
  • Bonus opportunities


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

Length: Temporary-to-Hire or Direct Hire

Pay for the Financial Assistant position: $50,000-$55,000/yr. based on experience

Location: Neenah, WI

Job ID: 142102

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

Cadre is an Equal Opportunity Employer.