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Oglesby Financial Group in Monroe, LA, is seeking an organized, driven executive/personal assistant to work directly with the firm’s president/CEO. You will act as a right-hand partner, handling tasks that advance the firm's mission and support top-tier client service.
The ideal candidate has demonstrated experience in executive support, a proactive problem-solver mindset, and a commitment to personal and professional growth.
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:
Compensation and Benefits: