Executive Assistant

TRIANGLE FINANCIAL SERVICES, INC.; West Des Moines (IA); Vor Ort; USD 50.000 - 70.000; Vollzeit

Zusammenfassung

Triangle Financial Services, Inc. in West Des Moines is seeking an Executive Assistant to support the CEO with calendar management, travel planning, and project tracking.

This role is a proactive, solutions-driven partner who can thrive in a fast-moving, ambiguous environment. You will coordinate internal communications, prepare materials, and help ensure strategy execution by coordinating with teams, vendors, and clients.

Qualifikationen

• 3+ years supporting an executive or business owner.
• Excellent written and verbal communication.
• High attention to detail and accuracy.
• Tech-savvy with Microsoft Office, Google Suite, Zoom.
• Able to work in-person in Des Moines a few days per week.

Aufgaben

• Manage CEO calendar, meetings, travel, and meeting prep.
• Prioritize tasks with CEO and track strategic goals.
• Handle confidential information discreetly.
• Coordinate internal meetings and events, including room setup.
• Prepare client materials and vendor communications.

Kenntnisse

Executive support

Communication

Attention to detail

Tech savv y

Ambiguity tolerance

In-person Des Moines

Tools

Microsoft Office

Google Suite

Zoom

Jobbeschreibung

The Executive Assistant is a highly adaptable and proactive member of our team, committed to supporting the CEO in leading with excellence and impact. You're not just task-oriented - you're solutions-driven. You love the challenge of jumping into a project, taking initiative, and getting things done, even when the roadmap isn't fully drawn.

You'll often work side-by-side with the CEO and become a trusted right hand for both recurring operational support and unpredictable day-to-day needs. Your strengths include resourcefulness, strong follow-through, and clear communication. You anticipate what needs to happen next, ask thoughtful questions, and take ownership from start to finish.

You are a self-starter, a connector, and a doer. You believe small actions have a big impact, and you enjoy bringing order, creativity, and clarity to fast-moving environments.

Responsibilities

CEO & Office Support:

• Provide administrative support including calendar management, meeting preparation, travel coordination, and project tracking.
• Partner with CEO to prioritize time, manage tasks, and execute strategic goals.
• Manage confidential information with the utmost discretion and professionalism.
• Co-work alongside the CEO on high-focus days to facilitate communication, idea capture, and action step implementation.

Project Execution:

• Execute various tasks with minimal instruction - such as booking venues, gathering vendor quotes, compiling reports, creating checklists, and tracking deadlines.
• Serve as the point of contact in various projects to vendors and service providers for logistics, confirmations, and follow-ups.
• Anticipate project needs and proactively identify gaps, missing information, or unanswered questions.
• Maintain organized records, shared folders, and task trackers that align with firm systems.

Operations & Client Service:

• Assist in gathering and entering information into software systems (CRM, calendar systems, financial platforms, etc.).
• Create or refine client-facing materials such as spreadsheets, email drafts, or event packets.
• Call vendors, companies, or service providers to obtain account statements, confirm service details, or inquire about processes.

Internal Coordination:

• Coordinate and follow up on internal meetings or events including room reservations, materials prep, or food ordering.
• Act as a central hub for communications between CEO and other team members when needed.
• Keep the CEO organized, prepared, and focused.

Qualifications

• 3+ years of experience supporting an executive, business owner, or professional team.
• Excellent communication skills - both written and verbal.
• High attention to detail with the ability to self-check for accuracy.
• Tech-savvy: Comfortable using Microsoft Office, Google Suite, Zoom, Dropbox, and capable of learning internal systems quickly.
• Comfortable navigating ambiguity, asking clarifying questions, and taking initiative to move forward.
• Ability to work in-person in the Des Moines office a few days per week (as needed).