• Full Time
  • Appleton, WI
  • This position has been filled
  • Salary: $15.00 - $17.00 / hr. – based on experience
Job ID: 139887


Are you a Remote – Hybrid Benefits / Finance Assistant who has strong Excel skills? Are you a Remote – Hybrid Benefits / Finance Assistant who lives in or near Appleton, WI?

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 Benefits / Finance Assistant, you will be supporting their Actuaries, gathering missing data from different folders and spreadsheets.

  • A lot of folder and documentation organization
  • Review documents and tracking
  • Data entry
  • Some internal communication
  • Preparation of PensionPro for census requests
  • Review census and questionnaire submissions, preparing census and import into the administration software
  • Update and roll over of plans in the administration software and/or folder structure
  • Import allocated links.
  • Assist Actuarial Analysts with preparation and organization of compliance tasks


  • Must live in or near Appleton, WI
  • Some type of numbers or analyzing numbers background
  • A finance background is highly preferred
  • Would consider a recent graduate with a degree in Finance, Business, etc.
  • Experience in the 401(k) industry or retirement industry is a huge plus
  • College degree is preferred
  • MSWD and Excel skills
  • Strong and accurate data entry skills
  • Ability to work well independently
  • Must be fast-paced, deadline driven and detail oriented
  • Ability to adapt well to procedural and departmental changes


  • 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

Length: Temporary to Hire

Pay for the Benefits /Finance Assistant position: $15.00 – $17.00 / hr. – based on experience

Location: Appleton, WI – will have the option to work remote, hybrid or onsite permanently after being hired on – Must work in office through training until hired on – must live in or near in Appleton, WI

Job ID: 139887

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.