Smith + Frieberg Financial is hiring: Executive Assistant in Des Moines

Smith + Frieberg is seeking a motivated and detail-oriented individual to join our team as an Executive Assistant to named partner Sarah Frieberg. As an Executive Assistant, you will play a crucial role in supporting our team in providing top-notch service to our clients. This is a full-time position located in Des Moines, Iowa.

Key Responsibilities:

• Client Management: Serve as the first point of contact for clients, ensuring they feel welcomed and valued. Schedule meetings, manage calendar conflicts, and support with client follow-up.
• Document Preparation: Prepare and organize documents for client meetings, ensuring all necessary information is accurate, up-to-date, and accessible.
• Data Entry & Record Maintenance: Accurately record and update client data across platforms, safeguarding confidentiality and compliance with all policies.
• Administrative Support: Assist with daily administrative tasks, including managing emails, filing, and processing mail, to keep the advisor and office running smoothly.
• Operations Support: Coordinate with the Client Operations Specialist to handle document requests, money movement, and other financial operations as needed.

What We’re Looking For:

• Exceptional organizational skills with an ability to prioritize effectively.
• Strong communication skills, both written and verbal, with a client-first mindset.
• Detail-oriented and thorough, especially in documentation and data entry.
• Experience in a financial services or administrative support role is a plus.
• Familiarity with scheduling tools, CRM systems, and Microsoft Office Suite preferred.