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Senglaub Financial Group Logo

Financial Executive Assistant

4265524

Delafield, WI

1 day ago

19.5 - 28.5 USD

Senglaub Financial Group


Job Description

About us

SFG is a family business in the securities industry that focuses on investing in our clients and our staff. Our model is so successful that we are 100% referal based and can't keep up with all the new opportunities coming to us (hence the opening). Here, we succeed by helping you succeed.

Our hope is to find someone who has served in a similar role for 3+ years historically, and so beyond all that is native to such a task, specifics include:

This role is the trusted point of contact for our clients. We're independents and so technical aptitude is critical in navigating hundreds of carrier's platforms. Bottom up management style where you are in charge, so requires a self starter with strong intuition and critical thinking skills. Accuracy is critical in managing hundreds of millions in assets.

The job is fast paced and tough, but incredibly fulfilling. Great team where everyone wants you to succeed.

Job Types: Full-time, Part-time

Pay: $19.50 - $28.50 per hour

Benefits:

Schedule:

Ability to commute/relocate:

Experience:

Work Location: In person


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