SGL Financial
SGL Financial is seeking a highly organized and detail-oriented Administrative Assistant to support Financial Advisors and ensure smooth daily operations in a fast-paced wealth management environment. The role involves coordinating meetings, preparing client materials, maintaining CRM records, and tracking follow-up activities to deliver a professional client experience. This position offers opportunities for career growth, competitive compensation, and a supportive team culture.
Headquarters
Buffalo Grove, Illinois, United States
Company Size
11-50 employees
Founded
2006
SGL Financial provides individuals and families with customized financial plans and investment strategies. Located in Buffalo Grove, Il.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for SGL Financial.
22% above the average for this role