Executive Assistant & Marketing Lead for Growth

Desla Wealth Management, LLC; West Des Moines (IA); On-site; USD 25,000 - 41,000; Part time

Benefits offered by this job

Professional development

Growth opportunities

Collaborative culture

In-Office

Job summary

Desla Wealth Management seeks a highly organized Executive Assistant & Marketing Coordinator in West Des Moines to support the CEO and Wealth Manager, manage calendars, coordinate client meetings, and oversee day-to-day operations. In parallel, you will drive marketing efforts, manage social media, craft client communications, plan events, and ensure brand consistency while upholding confidentiality.

This part-time, in-office role offers growth and meaningful contributions to client service and

Qualifications

• Bachelor's degree in Marketing, Communications, Business Administration, or related field, or equivalent professional experience.
• 5+ years of experience in an executive assistant, administrative, marketing, client service, or similar professional role.
• Exceptional written and verbal communication skills, with the ability to create polished, professional communications.
• Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines.
• Proficiency in Microsoft 365.

Responsibilities

• Manage the CEO's and Wealth Manager's calendars, scheduling, meeting coordination, and priority management.
• Coordinate client appointments, internal meetings, seminars, and special events, including the preparation of presentations, meeting materials, and supporting documentation.
• Support client onboarding, communications, and follow-up while maintaining the highest level of confidentiality and professionalism.
• Maintain accurate client records, workflows, and documentation within the firm's CRM and internal systems, including SharePoint.
• Oversee day-to-day administrative operations, support strategic projects, and identify opportunities to improve organizational efficiency.
• Manage the firm's social media presence, email campaigns, and weekly market updates to maintain consistent communication with clients and prospects.
• Create and update marketing materials, presentations, website content, and client communications while ensuring brand consistency across all channels.
• Translate complex financial concepts into clear, engaging content that resonates with our target audience.
• Plan and coordinate client seminars, educational events, and community outreach initiatives, including logistics, promotions, and on-site support.
• Represent Desla Wealth Management at networking events, Chamber functions, and community events to increase brand visibility and cultivate professional relationships.
• Support digital marketing efforts and contribute creative ideas that enhance client engagement and support firm growth.

Skills

Executive support

Marketing coordination

Communication

Time management

Relationship building

Education

Bachelor's degree in Marketing, Communications, Business Administration, or related field

Tools

Microsoft 365

CRM systems

SharePoint

Canva

Adobe Creative Cloud

Job description

Desla Wealth Management seeks a highly organized Executive Assistant & Marketing Coordinator in West Des Moines to support the CEO and Wealth Manager, manage calendars, coordinate client meetings, and oversee day-to-day operations. In parallel, you will drive marketing efforts, manage social media, craft client communications, plan events, and ensure brand consistency while upholding confidentiality.

This part-time, in-office role offers growth and meaningful contributions to client service and