Executive Assistant

Sammons Financial Group Inc.; West Des Moines (IA); On-site; USD 56,000 - 93,000; Full time

Benefits offered by this job

Comprehensive health coverage

ESOP

401(k)

Friday afternoons off

Paid time off

Tuition reimbursement

Job summary

Sammons Financial Group is seeking an experienced executive assistant to provide direct support to the Business Unit Leader and President, handling calendars, communications, travel, and policy-critical tasks. You will prepare high-quality materials, coordinate complex scheduling, and maintain strict confidentiality.

The role requires 5+ years in financial services or executive support, strong MS Office skills, and the ability to manage executives with tact across levels.

Qualifications

• Bachelor's degree preferred; equivalent work experience considered.
• Minimum 5 years' experience in financial services or executive support.
• Extensive knowledge of executive offices’ functions and company organizational structure.
• Excellent verbal and written communication skills.
• Excellent office skills including typing, proofing, filing, and organization.
• Strong knowledge of Microsoft Suite including Word, Excel, Outlook and PowerPoint.
• Ability to manage requests from several individuals and deal with others at all levels tactfully.
• Ability to run and organize daily activities to ensure a smoothly running office.

Responsibilities

• Provide direct support to the Business Unit Leader and/or President and above in day-to-day operations.
• Manage executive calendars, communications, and daily priorities across multiple leaders.
• Prioritize requests to optimize executive time, decision-making, and business impact.
• Anticipate executive needs and maintain continuity and efficiency.
• Review, triage, and respond to correspondence on behalf of executives.
• Coordinate complex scheduling, travel, meetings, and event logistics.
• Prepare, update, and design high-quality presentations, reports, and briefing materials.
• Track and drive follow-through on action items and deadlines.
• Maintain confidentiality with sensitive information and executive matters.
• Identify and implement process improvements to enhance efficiency.
• Support special projects and strategic initiatives.
• Maintain in-office presence aligned with supported executives.

Skills

Calendar management

Executive support

Communication

Discretion

Time management

MS Office

Travel logistics

Presentations

Education

Bachelor's degree preferred

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Job description

What You Can Expect In This Role

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.

What You'll Do In This Role

• This position will report to the VP Ops Strategy& Planning, but will support the COO and additional executives on the Operations Executive team
• 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

What We’re Looking For

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

Other Requirements

• Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application. Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records
• 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.

Salary Range Information

USD $55,832.00 - USD $93,052.00 /Yr. Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.

What you can expect when you join Sammons Financial Group

• 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.
• Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
• Work-life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
• Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
• Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
• An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work - together shaping our future shared success.

Work Authorization/Sponsorship

At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

Additional Information

Sammons Financial Group Is An Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law.

ADA

Sammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact [e-mail] or call 800-728-2987.

E-Verify

Sammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

Policy for External Search Firms and Agencies

Sammons Financial Group maintains an internal Talent Acquisition function and does not accept unsolicited resumes or candidate submissions from search firms, staffing agencies, or other third-party recruiting vendors. Please review our Recruitment Agency Policy for additional information here.