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Executive/Personal Assistant

Company: Oglesby Financial Group
Location: Monroe
Posted on: November 11, 2019

Job Description:

Oglesby Financial Group-Document SpecialistLocation: 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: Oglesby Financial Group is seeking a polished and motivated full time Executive/Personal Assistant who can provide impeccable support to the President. As our Executive Personal Assistant, you are a highly organized individual who is also responsible, and has great time management skills. The ideal candidate will help navigate a variety of ever-changing demands at Oglesby Financial Group and beyond. An Executive/Personal Assistant is meticulous, highly flexible with a positive attitude and is available for immediate placement. This role offers the right candidate an opportunity to work one-on-one with the President of the company on a multitude of tasks related to his personal and professional life. From complex business & personal appointments/ arrangements, you must be prepared to take on any task to make the President's life run smoothly. The right candidate will be surrounded by a clever, hardworking, skilled team who are enthusiastic about what they do and are ready to welcome a kind, self-starter to our work family!

Essential Duties and Responsibilities:
Administrative/FilingCorrespondenceErrands/AppointmentsEvents/Event PlanningImplementing ProceduresMaintaining SchedulesMeetings/SchedulingResearchTaking Dictation/Taking MessagesCommunication/EmailGreeting Visitors/Handling InquiriesWritten CommunicationsComputer Proficiency/Database ManagementMicrosoft Office/Word ProcessingPresentation Preparation/ReportsConfidentiality/DiscretionDiplomatic/Flexibility Multitasking/Organization/Time ManagementPositive Attitude/Professional DemeanorSelf-Starter/Team Player/Work Independently

Qualifications:

  • Three to five years of administrative experience
  • Three to five years of executive assistant experience
  • Organization and Time Management
  • Written and Verbal Communication
  • Accuracy and Attention to Detail
  • Knowledge of Relevant Software
  • Tact and Discretion
  • Experience managing multiple calendars
  • Experience booking travel
    -- Able to work with a high volume of documents in a fast-paced environment-- Able to prioritize tasks on a day-to-day basis-- Confident working independently and in a team environment-- Clear, concise writing-- Interpersonal skills-- Ability to learn new technologies, computer systems, and processes-- Highly detail oriented with a passion for organization-- Healthy work ethic-- Exceptional professional habits and exemplary dress and demeanor-- Strong emphasis on follow through and completion of tasks-- Must have high quality standards-- Computer savvy: Word, PowerPoint, Navigation and Search
    All the benefits you need for you and your family:-- Simple IRA with company match-- Holidays and free days-- Health, vision, and dental insurance


Keywords: Oglesby Financial Group, Monroe , Executive/Personal Assistant, Other , Monroe, Louisiana

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