Strategic Executive Assistant for Ops Leaders

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

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.