• Full Time
  • Appleton, WI
  • This position has been filled
  • Salary: $18.00-$22.00/hr. based on experience
Job ID: 142362


Are you an Office Assistant who works well with numbers? Are you an Office Assistant who is looking for a career opportunity within the finance industry?

Our client is an industry-leading retirement plan solutions provider. Part of their core values is to recruit and retain top talent in all areas of their business. They encourage and support continued career growth and development of their employees.


As an Office Assistant, you will handle a combination of customer service and support duties.

  • Oversee the implementation process for assigned clients
  • Explain processes, services offered, how they are billed and help them will all documents that need to be completed in the beginning
  • Provide implementation support to clients and internal team members
  • Work closely with different teams to establish new and takeover plans
  • Help guide Plan Sponsors and Advisors with regulatory compliance issues
  • Facilitate transfer of plan assets
  • Coordinate conversion/allocation breakdown as necessary
  • Assist with researching and development of new and existing relationships with Plan Providers
  • Continued education is recommended


  • Administrative support or Account Manager experience, preferably from industries such as insurance, banking, mortgage, loan processing, underwriting or finance
  • Strong customer service / people skills
  • MSWD and Excel skills
  • Enjoy research and detailed project work
  • Self-starter and quick learner
  • Comfort level with numbers
  • High attention to detail and accuracy in a fast-paced environment
  • Career focused
  • Driving distance of Appleton, WI


  • Company that believes strongly in employee development and giving their employees the knowledge, resources, and tools they need to be successful
  • Company that likes to promote from within
  • Exposure to learning the fundamentals of their industry
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Flexible spending account
  • Paid vacation


Hours: 8:00am-5:00pm (may consider 7:30am-4:30pm or 8:30am-5:00pm)

Length: Temporary-to-Hire, may consider Direct Hire

Pay for the Office Assistant position: $18.00-$22.00/hr. based on experience

Location: Appleton, WI. Option to work remote, hybrid or onsite permanently after being hired. Must live within driving distance of Appleton, WI.

Job ID: 142362

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

Cadre is an Equal Opportunity Employer.