Part-Time Executive Assistant & Marketing Coordinator

West Des Moines Chamber of Commerce; West Des Moines (IA); On-site; USD 25,000 - 44,000; Part time

Benefits offered by this job

Professional development

Team culture

Meaningful work

Job summary

Desla Wealth Management in West Des Moines, IA seeks an Executive Assistant & Marketing Coordinator to support the CEO and Wealth Manager, coordinate client events, and drive marketing efforts. The role blends administrative duties with marketing and communication responsibilities, offering exposure to high-level client relationships.

The ideal candidate has a Bachelor's in Marketing/related field or equivalent experience, plus 5+ years in EA/marketing roles, with strong communication and

Qualifications

• Bachelor's degree in Marketing, Communications, Business Administration, or a 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.
• A proactive, resourceful, and detail-oriented mindset with a commitment to professionalism, confidentiality, and exceptional client service.
• Experience within wealth management, financial services, banking, insurance, or another professional services industry.
• Experience with CRM systems, SharePoint, and client data management.
• Experience creating marketing materials and digital content using Canva, Adobe Creative Cloud, or similar design tools.
• Experience managing websites, email marketing campaigns, and social media platforms.
• Familiarity with LinkedIn and Meta advertising platforms and digital marketing best practices.
• Photography, videography, graphic design, or other creative content development skills are a plus.

Responsibilities

• Executive & Administrative Support: 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.
• Marketing & Relationship Development: 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.

Education

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

Job description

Desla Wealth Management in West Des Moines, IA seeks an Executive Assistant & Marketing Coordinator to support the CEO and Wealth Manager, coordinate client events, and drive marketing efforts. The role blends administrative duties with marketing and communication responsibilities, offering exposure to high-level client relationships.

The ideal candidate has a Bachelor's in Marketing/related field or equivalent experience, plus 5+ years in EA/marketing roles, with strong communication and