Executive Assistant

Were seeking a highly organized proactive Executive Assistant to support our this role you will partner closely with advisors and other departments to triage communications prepare for client meetings and ensure daily workflows are executed smoothly and accurately. If you are a master multitasker who excels at anticipating needs and solving problems in a collaborative environment we want you on our team.

Location: This position is based in Des Moines IA; Coralville IA; Joplin MO; or Madison WI. A hybrid work schedule is available with a mix of in-office and remote work to support collaboration flexibility and business needs.

Who We Are: Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals families and business owners. By combining personalized financial planning with professional asset management tax optimization and estate strategies they unify every aspect of a clients financial life into one cohesive roadmap. Whether protecting assets through tailored insurance or navigating business succession and retirement plans Financial Integrators uses a collaborative team-based approach to provide the clarity and confidence needed to secure a lasting financial legacy.

What Youll Do

Drive Executive Support & Collaboration

• Communicate and collaborate effectively with staff members to meet the evolving needs of the executives.
• Track and follow up on outstanding items research creative solutions and address priority issues proactively.
• Monitor and manage the advisors electronic and paper communications effectively triaging emails and phone calls.
• Ensure high-priority phone calls are completed routed or responded to in a timely manner.

Manage Meeting Preparation & Execution

• Ensure all tasks projects and meeting materials are completed accurately and well in advance of client meetings.
• Debrief with advisors on a regular basis following meetings to capture key takeaways.
• Set future action items and translate meeting outcomes into clear staff assignments.

Maintain Operational Excellence

• Learn and master various firm systems and technologies (including Salesforce CRM GSuite video conferencing financial planning software PDF tools and signature request systems).
• Maintain a high level of data integrity and strict attention to detail across all operational tasks.

Whats in it for you

We provide a total rewards package focused on your health family and financial security. This includes comprehensive medical dental and vision options alongside company-paid disability and life insurance. We support your work-life balance with PTO paid holidays volunteer time off and paid parental leave. Finally we invest in your future through a 401(k) plan and a robust Employee Assistance Program for professional support.

Compensation: The anticipated wage for this position is $27-$40 per hour based on your level of experience and technical expertise.

• Bachelors degree in a related area of specialty OR at least 4 years of related experience OR an equivalent combination of on-the-job experience.
• Ability to quickly learn and efficiently utilize industry technology including CRM (Salesforce) GSuite Microsoft Office (Excel Word Outlook) video conferencing and financial planning software.
• Strong organizational talents excellent reading comprehension basic math skills and robust problem-solving abilities.
• Exceptional attention to detail; you are someone who catches the small things and takes pride in accuracy.
• A self-starter a multi-tasker and a goal-oriented team player who can balance working independently with collaborating across the firm.

Physical Requirements:

• Ability to stand or sit for extended periods of time in an office environment.
• Working on a computer for extended periods of time.
• Ability to occasionally lift up to 15 pounds.