Top 43 Clerical assistant Jobs in Sheboygan, Wi

Administrative Assistant
Kabat Equity Group, Inc. —Sheboygan, WI
- $47,000 - $52,000 a year
- Full-time
- Background check
- Office
- Microsoft Office
- Paid holidays
- 401(k)
Quick Apply
Clinical Office Assistant - Rehab
Advocate Aurora Health —Sheboygan, WI
- $20.80 - $31.20 an hour
- Part-time
- Ability to walk for extended periods
- Office
- Administrative experience
3d
Administrative Assistant
The Richardson School LLC —Sheboygan, WI
- Full-time
- School experience
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Disability insurance
Quick Apply
Title Insurance Closing Assistant
Knight Barry Title —Sheboygan, WI
- Full-time
- Word processing
- Computer literacy
- Writing skills
- Health savings account
- Disability insurance
Quick Apply
10d
Head Secretary
Manitowoc Public School District —Manitowoc, WI
- Full-time
- Background check
- Computer literacy
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Attendance & Finance Secretary
Manitowoc Public School District —Manitowoc, WI
- Full-time
- Background check
- High school
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Military Service - U.S. Air National Guard, Administration
Military Service - U.S. Air National Guard Recruiting —Wisconsin
- From $49,838.78 a year
- Full-time
- Military
- Computer literacy
- English
Executive Assistant I
Advocate Aurora Health —Sheboygan, WI
- $30.70 - $46.05 an hour
- Full-time
- Microsoft Excel
- Research
- Mid-level
Clinical Office Assistant
Advocate Aurora Health —Manitowoc, WI
- $20.80 - $31.20 an hour
- Part-time
- Ability to walk for extended periods
- Administrative experience
- High school diploma or GED
Administrative Assistant - Sheboygan
Community Care, Inc. —Sheboygan, WI
- Full-time
- Word processing
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Administrative Assistant- 1st Shift
Old Wisconsin —Sheboygan, WI
- English
- Office
- Organizational skills
Quick Apply
Administrative Assistant
Kleiber Construction —Plymouth, WI
- Part-time
- Office
- Residential
- Administrative experience
- Disability insurance
- 401(k)
Quick Apply
2d
Security Receptionist
ACUITY, A Mutual Insurance Company —Sheboygan, WI
- Inventory management
- Office
- Administrative experience
- Disability insurance
- Health insurance
Secretary (Special Education)
Sheboygan Area School District —Sheboygan, WI
- From $17.50 an hour
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
Veterinary Receptionist - Sheboygan, WI
Sheboygan Animal Hospital —Sheboygan, WI
- Full-time
- Mid-level
- In-person
- Communication skills
- Paid parental leave
- Paid holidays
Administrative Support Assistant II - Teaching & Learning Center
Lakeshore College —Cleveland, WI
- $20.26 - $23.83 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Ability to walk for extended periods
- Disability insurance
- Relocation assistance
3d
Receptionist - LTE
Sheboygan County —Plymouth, WI
- $19.22 - $20.66 an hour
- 8 hour shift
- Office
- Typing
- Entry level
Secretary Middle School
Sheboygan Area School District —Sheboygan, WI
- From $16.70 an hour
- Part-time
- Microsoft Outlook
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
10d
Operations Coordinator – Administrative Support Specialist
Family Service Association —Sheboygan, WI
- $15 - $22 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid time off
- Parental leave
Quick Apply
High School Administrative Assistant - Part Time
Cedar Grove-Belgium School District —Cedar Grove, WI
- From $15 an hour
- Part-time
- School experience
- High school
- Customer service
- Paid time off
- Vision insurance
Quick Apply
4d

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clerical assistant jobs near sheboygan, wi

Administrative Assistant

Kabat Equity Group, Inc. -
Sheboygan, WI

Quick Apply

Job Details

Full-time
$47,000 - $52,000 a year

Benefits

Paid holidays
401(k)
Paid time off
401(k) matching
Professional development assistance

Qualifications

Assistance experience within finance industry
Spreadsheets
Filing
Microsoft Office
Administrative experience
High school diploma or GED
Attention to detail
Financial services
Clerical experience
CRM system proficiency
Productivity software
Appointment scheduling

Full Job Description

Who We Are

Kabat Equity Group, Inc. is a family-owned financial services firm in Sheboygan, WI has served the surrounding communities as well as the greater Jacksonville, FL area since 1975. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health.

We are currently seeking a detail-oriented and organized full-time Administrative Assistant to support our team and ensure the efficient operation of our office. This is an excellent opportunity for someone who enjoys taking on new challenges, organization, and growth potential.

What You Will Be Doing

Set and confirm calendar appointments
Greet consumers on the phone and in person with a warm and welcoming approach
Answer incoming calls and transfer all calls to the appropriate personnel
Light cleaning of office space
Order office supplies
Communicate with clients on behalf of financial advisors and firm
Track prospect-to-client process
Assist with coordination and execution of marketing campaigns and events
Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)
Assemble meeting preparation documents pertaining to the client/prospect
Collect all vital information for all paperwork
Enter client information into the CRM system
Maintain and organize office files and documentation
Run reports
Assist in completing new account paperwork and annuity and life insurance applications
Process new business applications with detail and accuracy and submit to appropriate carriers
Obtain necessary documents and signatures from clients for carrier approval
Follow-up with insurance companies and Gradient new business
Track application process and new account set up
Complete all new licensing requirements
Perform other clerical duties such as filing, photocopying, collating, faxing etc.
All other duties as assigned

What We Are Looking For

Proficiency with Microsoft Office suite, including Excel (Required)
High school degree (Required)
Previous Administrative Experience (Preferred)
Previous experience in Customer Service (Preferred)
Associate or bachelor’s degree (Preferred)
Prior Experience Working in Financial Advisory Industry (Preferred)
Clear and professional communication (verbal and written)
Strong attention to detail
Ability to learn and adapt to changes

Our Investments in You

Pay: $47,000 - $52,000 DOE
PTO
Paid Holidays
401(k) + Company Match
Career Growth and Professional Development Opportunities

Check Us Out!

Website: https://kabatequitygroup.com/index.html

If you’re ready to take the next step, apply today!

Job Type: Full-time

Pay: $47,000.00 - $52,000.00 per year

Benefits:

401(k)
401(k) matching
Paid time off
Professional development assistance

Application Question(s):

Are you willing to complete a background check?

Experience:

Customer Service: 1 year (Preferred)
Administrative: 1 year (Preferred)

Ability to Commute:

Sheboygan, WI 53081 (Required)

Work Location: In person

Quick Apply

Refine Your Search

clerical assistant jobs in sheboygan, wi

Administrative Assistant

Clinical Office Assistant - Rehab

Administrative Assistant

Title Insurance Closing Assistant

Head Secretary

Attendance & Finance Secretary

Military Service - U.S. Air National Guard, Administration

Executive Assistant I

Clinical Office Assistant

Administrative Assistant - Sheboygan

Administrative Assistant- 1st Shift

Administrative Assistant

Security Receptionist

Secretary (Special Education)

Veterinary Receptionist - Sheboygan, WI

Administrative Support Assistant II - Teaching & Learning Center

Receptionist - LTE

Secretary Middle School

Operations Coordinator – Administrative Support Specialist

High School Administrative Assistant - Part Time

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