Job Details

Oglesby Financial Group

Location: Monroe, LA

About the company: The Oglesby Financial Group is a top ranked, award winning, boutique wealth management firm with over three decades of experience in helping clients worldwide achieve their financial goals. The well-established firm is known for comprehensive, strategic financial planning, its partnership with Guardian Guided Portfolio Solutions™, a robust, proactive investment management platform utilized by clients and other financial advisors nationwide, and our unique delivery of a holistic client experience.

What we do: We help bridge the gap between clients' finances and their dreams.

Why we do it: To help people live better lives.

What you'll do: We are looking for a driven, organized and task oriented professional to work directly alongside the firm's president/CEO. You will be the right-hand partner to the firm's owner and assist with the task associated with the execution of the firms mission and helping ensure the firms continued, top teared success.

What you'll need:

• Experience in the same or similar capacity as an executive or personal assistant.
• A career mindset versus a job seeker.
• A history of problem solving, organizing, project execution and task management.
• Driven desire for personal and professional growth.

Compensation and Benefits:

• One of THE most competitive compensation packages for this position nationwide.
• Progressive Bonus structure
• Robust, dollar for dollar matching retirement plan.
• Quantity of paid holiday's, vacation days and versatile PTO.
• Comprehensive benefits package including health, dental, vision, disability, life insurance, etc.
• Team member perks and benefits.

Industry

• Financial Services

Employment Type

Career/Full-time