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Wealth Plan Assistant

Company: Oglesby Financial Group
Location: Monroe
Posted on: September 8, 2019

Job Description:

Wealth Plan Assistant, Oglesby Financial GroupLocation: Monroe, LA About the company: The Oglesby Financial Group is a boutique wealth management firm focused on helping our clients achieve their financial goals. Our staff consists of experienced professionals with a "hands on" approach to financial guidance through Money Concepts. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.  WARNING: This Job is NOT for everyone. We are looking for that diamond in the rough. That exceptional person who is highly professional, who can think through issues and challenges, self-motivated and will not be stopped by something not going their way. This person takes ownership in their growth by always learning and asking questions. Someone who will follow through not follow-up. This person demonstrates an amazing work ethic by coming in early or staying late, if and when necessary. They are a rock star because they work well as a team player and by taking care of our treasured clients. 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 motivated individuals to help serve the clients of the Oglesby Financial Group. You will be a key contributor to the team, responsible for maintenance and management of company and client documents and files in a high volume fast-paced environment, providing administrative assistance for clients, directly communicating with clarity our team, clients, and other financial institutions, working with compliance to ensure all documentation meets company and FINRA standards, and organizing and distributing publications and newsletters. Responsibilities:Assist: Provide administrative assistance for clients. Help both the company and the client to organize, prepare, and plan in the most effective and efficient ways possible. Communicate: Communicate by phone calls, email, and letters to provide client care and experience in a caring, friendly, prompt, and professional manner. Organize: Organize and maintain any appropriate files, processes, tasks, purchases, information, and projects to enhance company-related activities and opportunities. Follow up with clients, directing them to the appropriate Team Member or resources to help them with their needs. Directly meet their needs in whatever way possible.  Inform: Answer basic questions and direct clients in a prompt and professional manner. Get them the answers they need.     Represent: Represent the company positively with effective interpersonal, phone, and written skills. Exhibit professional dress and demeanor. Show exemplary professionalism in work attendance, punctuality, and attitude. Help: Help with client events personal meetings by assisting with organization, planning, implementation, attendance, greeting, and serving.  Serve: Assist others with their responsibilities, serving in other departments as needed. What you’ll need:EARNING or HOLDs a Bachelor’s degree preferably in Finance or BusinessBelieve in WHAT we do and WHY we do itChange your MINDSET to be INVESTED in the people around youALWAYS GROWING: Embrace flaws, See failures as Opportunities, See Criticism as Constructive.EXCELLENCE In everything. Not PerfectHUNGER: Appetite to learn and become more.RELIABLE: Follow-through verses Follow-up.COLLABORATIVE with team membersTake and own RESPONSIBILITYSMART Emotion Quotient (EQ): Adaptable, does well in a fast-paced environment. Handle difficulties and setbacks. Handle stress and pressure. Become Resilient.Excellent COMMUNICATION and WRITING SKILLSLove of RESEARCH, numbers and chartsLove for PEOPLEProven PROBLEM-SOLVING and PRIORITIZATION capabilityComputer savvy: Word, PowerPoint, Navigation and SearchEXCEPTIONAL Professional habits and exemplary dress and demeanor All the benefits you need for you and your family:Simple IRA with company matchHolidays and free daysHealth, vision, and dental insurance

Keywords: Oglesby Financial Group, Monroe , Wealth Plan Assistant, Other , Monroe, Louisiana

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