Executive Assistant

Company DescriptionIAMS 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.Bachelors 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.