Executive Assistant - Operations Job at Sammons Financial Group (West Des Moines)

Job Description

Provide proactive, high-impact support to President-level and senior executives to enable efficient execution of business priorities across Sammons Financial Group. Operate as a central coordinator of executive operations, ensuring alignment of schedules, communications, and key activities. Serve as a trusted partner to leadership by anticipating needs, managing day-to-day operations, and facilitating cross-functional coordination. Support execution of organizational initiatives, executive communications, and events while maintaining a high standard of professionalism, confidentiality, and operational excellence.

Job Responsibility

Provide proactive, high-impact support to President-level and senior executives to enable efficient execution of business priorities across Sammons Financial Group
Operate as a central coordinator of executive operations, ensuring alignment of schedules, communications, and key activities
Serve as a trusted partner to leadership by anticipating needs, managing day-to-day operations, and facilitating cross-functional coordination
Support execution of organizational initiatives, executive communications, and events while maintaining a high standard of professionalism, confidentiality, and operational excellence
This position will report to the VP Ops Strategy& Planning, but will support the COO and additional executives on the Operations Executive team
Manage executive calendars, communications, and daily priorities across multiple leaders, exercising judgment to prioritize requests and optimize executive time, decision-making, and business impact
Proactively anticipate executive needs, identify potential conflicts, and implement solutions to maintain continuity and efficiency
Review, triage, and respond to correspondence and inquiries on behalf of executives, using sound judgment and discretion
Coordinate complex scheduling, travel, meetings and event logistics, ensuring seamless execution and a high standard of detail and organization
Prepare, update, and design high-quality presentations, reports, and briefing materials for executive use
Track and drive follow-through on action items, deadlines, and deliverables to ensure timely execution of executive priorities
Maintain strict confidentiality while handling sensitive information and executive matters
Identify and implement process improvements to enhance efficiency, streamline workflows, and elevate the effectiveness of the executive office
Support special projects and strategic initiatives aligned to business priorities
Maintain an in-office presence aligned with the executives supported

Requirements

Bachelor's Degree Preferred
Minimum 5 years' equivalent work experience within financial services Preferred
Extensive knowledge of executive offices’ functions and company organizational structure
Excellent verbal and written communication skills
Excellent office skills, which include: typing, proofing, filing, and organization
Strong knowledge of Microsoft Suite including Word, Excel, Outlook and PowerPoint
Excellent time management skills and ability to exercise sound judgment
Ability to manage requests from several individuals and deal with others at all levels tactfully and respectfully
Ability to run and organize daily activities to ensure a smoothly running office in a professional and personable manner
Due to the financial nature and level of accountability of this position, a credit and criminal background check is required
FINRA regulations require fingerprinting for this position if applicable
a credit check will also be required if applicable

What we offer

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
Work–life balance that means something, Friday afternoons off year-round, generous paid time off, and paid holidays
Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you
An ownership culture that inspires
join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success

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Executive Assistant - Operations

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