Executive Assistant

Sammons Financial Group•West Des Moines, IA
•Onsite

About The Position

Provide direct support to the Business Unit Leader and/or President and above in the day-to-day operations of the Company, and large scope organizational projects and events.

Requirements

  • Extensive knowledge of executive offices’ functions and company organizational structure
  • Excellent verbal and written communication skills
  • Excellent office skills, which include: typing, proofing, filing, and organization
  • Strong knowledge of Microsoft Suite including Word, Excel, Outlook and PowerPoint
  • Excellent time management skills and ability to exercise sound judgment
  • Ability to manage requests from several individuals and deal with others at all levels tactfully and respectfully
  • Ability to run and organize daily activities to ensure a smoothly running office in a professional and personable manner
  • Due to the financial nature and level of accountability of this position, a credit and criminal background check is required
  • If the position is in the SIG business unit, Annuity New Business Securities team, or if we are holding securities licenses, FINRA regulations require fingerprinting for this position; if we are holding securities licenses, a credit check will also be required.
  • Management reserves the right to determine and approve incumbent suitability for this position.

Nice To Haves

  • Bachelor's Degree Preferred
  • Minimum 5 years' equivalent work experience within financial services Preferred

Responsibilities

  • Manage executive calendars, communications, and daily priorities across multiple leaders, exercising judgment to prioritize requests and optimize executive time, decision-making, and business impact
  • Proactively anticipate executive needs, identify potential conflicts, and implement solutions to maintain continuity and efficiency
  • Review, triage, and respond to correspondence and inquiries on behalf of executives, using sound judgment and discretion
  • Coordinate complex scheduling, travel, meetings and event logistics, ensuring seamless execution and a high standard of detail and organization
  • Prepare, update, and design high-quality presentations, reports, and briefing materials for executive use
  • Track and drive follow-through on action items, deadlines, and deliverables to ensure timely execution of executive priorities
  • Maintain strict confidentiality while handling sensitive information and executive matters
  • Identify and implement process improvements to enhance efficiency, streamline workflows, and elevate the effectiveness of the executive office
  • Support special projects and strategic initiatives aligned to business priorities
  • Maintain an in-office presence aligned with the executives supported

Benefits

  • Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
  • Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
  • 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
  • Friday afternoons off year-round, generous paid time off, and paid holidays.
  • Paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
  • Volunteer time off, and our company nonprofit matching gift program.
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