• Full Time/Part Time
  • Oshkosh, WI
  • This position has been filled
  • Salary: Pay based on experience. Contact us for details.
Job ID: 139514


Are you a Receptionist who has professional and strong people skills? Are you a Receptionist who is looking for a career opportunity and able to pick your own hours?

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 a Receptionist, you will answer phones and route to proper individuals.

  • Greet all clients
  • Gather needed information from client and enter into the system
  • Maintain company calendar and schedule meetings
  • Prepare and coordinate documents in preparation for meetings
  • Transcribe and prepare correspondence for meetings
  • Manage post meeting processing and follow up
  • Open, transfer and close customer accounts
  • Attend client prospect events and seminars
  • Maintain all files, databases, records and documents
  • Assist Director of Marketing with special events, seminars and marketing campaigns
  • Run company errands and assist with any miscellaneous tasks


  • 1+ year of experience in an administrative/support role
  • Prior experience working with clients/customers over the phone and face to face
  • Financial services or banking experience is a plus
  • MSWD and Excel skills
  • PowerPoint experience is a plus
  • CRM database experience is a plus
  • Professional demeanor, warm, upbeat and friendly
  • Strong organizational and prioritizing skills
  • Ability to work quick and be efficient in a fast-paced environment
  • Excellent customer service skills
  • Great interpersonal and communication skills
  • Excellent work ethic and team player


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


Hours: Full or part time hours between Monday – Thursday 8:00am – 4:30pm and Friday 8:00am – 3:00pm

Length: Temporary to Hire

Pay for the Receptionist position: Pay based on experience, contact us today

Location: Oshkosh, WI

Job ID: 139514

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

Cadre is an Equal Opportunity Employer.