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Document Processing Assistant Jobs in Wisconsin (NOW HIRING)

Kabat Equity Group

Be Seen First

Administrative Assistant

Sheboygan, WI · On-site

$47K - $52K/yr

Track prospect-to-client process * Assist with coordination and execution of marketing campaigns ... Assemble meeting preparation documents pertaining to the client/prospect * Collect all vital ...

Paper Transport

Senior Accounting Specialist

De Pere, WI · On-site

In this role, you will assist with the accurate and timely processing of vendor invoices, support ... Support fixed asset tracking and documentation as assigned * Assist with month-end close activities ...

Phelps Industries LLC

Processing Operator

Janesville, WI · On-site

$18.75 - $23.50/hr

... are performed and documentation is correct. They must be able to follow food safety Good ... Record the lot numbers used on the batch sheet. * Assist loading meat into the mixer as needed.

Phelps Industries LLC

Processing Operator

Janesville, WI · On-site

$18.75 - $23.50/hr

... are performed and documentation is correct. They must be able to follow food safety Good ... Record the lot numbers used on the batch sheet. * Assist loading meat into the mixer as needed.

ADVENT

Medical Assistant

Appleton, WI · On-site

$18.50 - $25/hr

Medical Assistant Location: Appleton, WI - with occasional coverage in Green Bay & Plover As a ... Ensure proper documentation, process payments, and support daily clinic operations * Order medical ...

ADVENT

Medical Assistant

Plover, WI · On-site

$18.50 - $25/hr

Now Hiring: Medical Assistant Location: Plover, WI (with occasional coverage at Green Bay and ... Ensure proper documentation, process payments, and support daily clinic operations * Order medical ...

ADVENT

Medical Assistant

Plover, WI · On-site

$18.50 - $25/hr

Now Hiring: Medical Assistant Location: Plover, WI (with occasional coverage at Green Bay and ... Ensure proper documentation, process payments, and support daily clinic operations * Order medical ...

ADVENT

Medical Assistant

Plover, WI

$18.50 - $25/hr

Now Hiring: Medical Assistant Location: Plover, WI (with occasional coverage at Green Bay and ... Ensure proper documentation, process payments, and support daily clinic operations * Order medical ...

Daybreak Foods, Inc.

Dock Attendant

Whitewater, WI

$14.50 - $17/hr

... documentation of quality and lot tracking issues related to incoming eggs. Responsible for ... Transport eggs from cooler to staging area for processing. * Assist as needed during breaks and ...

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All JobsDocument Processing JobsDocument Processing Assistant JobsDocument Processing Assistant Jobs in Wisconsin

Document Processing Assistant information

What is the difference between Document Processing Assistant vs Data Entry Clerk?

AspectDocument Processing AssistantData Entry Clerk
Required SkillsAttention to detail, document management, basic computer skillsTyping speed, accuracy, data management
Work EnvironmentOffice setting, handling physical and digital documentsOffice environment, primarily data input tasks
Common Industry UsageLegal, healthcare, administrative sectorsFinance, retail, administrative roles

The Document Processing Assistant and Data Entry Clerk roles share similarities in office settings and basic computer skills. However, the Document Processing Assistant focuses more on managing and organizing documents, while the Data Entry Clerk emphasizes fast and accurate data input. Both roles are essential in administrative and data management tasks across various industries.

What are the most commonly searched types of Document Processing jobs in Wisconsin? The most popular types of Document Processing jobs in Wisconsin are:
What are popular job titles related to Document Processing Assistant jobs in Wisconsin? For Document Processing Assistant jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Document Processing Assistant jobs in Wisconsin look for? The top searched job categories for Document Processing Assistant jobs in Wisconsin are:
What cities in Wisconsin are hiring for Document Processing Assistant jobs? Cities in Wisconsin with the most Document Processing Assistant job openings:
Document Processing Assistant jobs near you
Infographic showing various Document Processing Assistant job openings in Wisconsin as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Administrative Assistant

Kabat Equity Group

Sheboygan, WI • On-site

$47K - $52K/yr

Full-time

Retirement, PTO

Posted 29 days ago

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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!

Company Description

David, Adam and Philip Kabat, managing members of Kabat Equity Group, and founders and principals of Kabat Advisory Group. The Kabat’s are a third generation family-owned and operated team since 1975 and offer a refreshing and much desired new approach from a family’s perspective, as they guide their clients and their families toward a financially secure and stress-free retirement.