Company Description
IAMS Wealth Management is an SEC Registered Investment Advisor based in Omaha, Nebraska, providing full-service back-office solutions to investment advisors throughout the United States.
Position Overview:
We are seeking a proactive and organized Executive Assistant to join our team and play a pivotal role in ensuring the smooth and efficient operation of our office. The ideal candidate will be detail-oriented, adaptable, and capable of managing a wide range of administrative and operational tasks in a fast-paced environment. This role requires outstanding communication skills, a high degree of professionalism, and the ability to handle multiple responsibilities with confidence.
Key Responsibilities:
Administrative Tasks:
• Greet and assist visitors, clients, and customers, providing a welcoming and professional first impression.
• Act as a point of contact for external communications, including phone calls, emails, and mail distribution.
• Prepare agendas, take minutes, and follow up on action items for meetings.
• Manage and maintain accurate records of employee attendance and time-off requests.
• Maintain and organize files, inventory, giveaways, and other sales-related materials.
• Manage IAMS WM Gifting, tracking internal & external work anniversaries, birthdays, & other milestones.
Office Management:
• Run day-to-day office operations, including supply management, vendor communications, & facility upkeep.
• Manage onboarding processes for new employees and advisors, including preparing onboarding materials, setting up workstations, coordinating training, and ensuring a smooth transition into the firm.
• Coordinate with IT support to manage office equipment, technology needs, and troubleshooting.
• Communicate and enforce office policies & procedures, ensuring compliance & consistency across the firm.
Executive Support:
• Organize and coordinate advisor events, training sessions, and development activities.
• Coordinate travel arrangements, including confirming flights, hotels, transportation, and travel itineraries.
• Assist the CEO with payroll, including generating invoices and distributing statements.
• Assist with employee relations, including performance reviews and employee engagement.
• Maintain accurate employee records and support HR in policy implementation and updates.
Qualifications:
• Minimum of 3-5 years of experience in office management, executive assistance, or a related role.
• Bachelor’s degree in Business Administration, Management, or a related field preferred.
• Strong organizational and multitasking abilities with keen attention to detail.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Excellent verbal and written communication skills.
• Proactive, with a problem-solving attitude and the ability to work independently.
Compensation and Benefits:
• Competitive salary with performance-based bonus potential.
• Fully paid health benefits package, including employer HSA contributions.
• Retirement savings plan (401k) with an employer match.
• Generous paid time off: three weeks of PTO plus market holidays.
