Job Overview
Employment Type
Full-time
Hourly
Compensation
Hourly
Range $18.00 - $27.00
Work Schedule
Standard Hours
Benefits
Medical insurance
Dental Insurance
Vision Insurance
Disability insurance
Life insurance
Paid Time Off
Paid holidays
Volunteer time off
Paid parental leave
401(k) Plan
Employee assistance program
Job Description
Financial Integrators is a comprehensive wealth management firm based in Des Moines, Iowa, dedicated to simplifying complex financial landscapes for individuals, families, and business owners. This well-established firm offers a full suite of personalized financial services, including financial planning, professional asset management, tax optimization, and estate strategies. They emphasize a team-based, collaborative approach to unify every aspect of a client's financial life into one clear and cohesive roadmap. In addition to protecting assets through tailored insurance solutions, the firm helps clients navigate through business succession and retirement plans, offering clarity and confidence to secure a lasting financial legacy. Known for their commitment to client service and financial precision, Financial Integrators fosters an environment that values professionalism, innovation, and personal growth.
The Administrative Assistant/Receptionist role at Financial Integrators is essential for maintaining the smooth operation of their busy office environment while providing premier hospitality to clients and visitors. This position is pivotal in managing complex administrative workflows, maintaining precise financial records, and delivering an outstanding client experience from the moment visitors or callers engage with the firm. The candidate selected for this role will become the primary point of contact for all office communications, exemplifying professionalism and warmth in every interaction. The role demands strong organizational skills, attention to detail, and a proactive mindset to track outstanding tasks, research creative solutions to office challenges, and ensure both staff and clients are fully supported.
This full-time position offers a competitive hourly wage ranging from $18 to $27 per hour, commensurate with the candidate's experience and technical expertise. In addition to a rewarding compensation package, Financial Integrators offers comprehensive benefits designed to support employees' health, family, and financial security. These include medical, dental, and vision coverage, company-paid disability and life insurance, paid time off (PTO), holidays, volunteer time off, and paid parental leave. Employees also benefit from a 401(k) retirement plan and access to an Employee Assistance Program for additional professional support.
The Administrative Assistant/Receptionist role requires fluency in a variety of office technologies, including Google Workspace, Salesforce, Excel, Word, and video conferencing systems. Candidates should exhibit excellent written and oral communication skills and analytical abilities to make sound decisions independently. Strong interpersonal skills and the ability to balance working autonomously while contributing as a team player are critical for success in this position. This role traditionally reports to a manager or supervisor and is designed for a self-starter with multi-tasking capabilities, problem-solving skills, and a goal-oriented work ethic.
Overall, this is an excellent opportunity for a motivated administrative professional looking to grow their career within a financially-focused organization that values collaboration, innovation, and client-centered service.
The Administrative Assistant/Receptionist role at Financial Integrators is essential for maintaining the smooth operation of their busy office environment while providing premier hospitality to clients and visitors. This position is pivotal in managing complex administrative workflows, maintaining precise financial records, and delivering an outstanding client experience from the moment visitors or callers engage with the firm. The candidate selected for this role will become the primary point of contact for all office communications, exemplifying professionalism and warmth in every interaction. The role demands strong organizational skills, attention to detail, and a proactive mindset to track outstanding tasks, research creative solutions to office challenges, and ensure both staff and clients are fully supported.
This full-time position offers a competitive hourly wage ranging from $18 to $27 per hour, commensurate with the candidate's experience and technical expertise. In addition to a rewarding compensation package, Financial Integrators offers comprehensive benefits designed to support employees' health, family, and financial security. These include medical, dental, and vision coverage, company-paid disability and life insurance, paid time off (PTO), holidays, volunteer time off, and paid parental leave. Employees also benefit from a 401(k) retirement plan and access to an Employee Assistance Program for additional professional support.
The Administrative Assistant/Receptionist role requires fluency in a variety of office technologies, including Google Workspace, Salesforce, Excel, Word, and video conferencing systems. Candidates should exhibit excellent written and oral communication skills and analytical abilities to make sound decisions independently. Strong interpersonal skills and the ability to balance working autonomously while contributing as a team player are critical for success in this position. This role traditionally reports to a manager or supervisor and is designed for a self-starter with multi-tasking capabilities, problem-solving skills, and a goal-oriented work ethic.
Overall, this is an excellent opportunity for a motivated administrative professional looking to grow their career within a financially-focused organization that values collaboration, innovation, and client-centered service.
Job Requirements
- high school diploma or equivalent required
- associate's degree or equivalent experience preferred
- at least two years of related administrative and bookkeeping experience highly preferred
- excellent written and oral communication skills
- analytical ability to make decisions with limited direction
- solid computer skills including ability to learn technology and various systems including video conferencing google workspace salesforce excel and word highly preferred
- strong attention to detail and ability to follow through on tasks
- organizational reading comprehension math and problem-solving skills
- must have the ability to balance working independently with working in a team environment
- self-starter multi-tasker problem solver goal oriented and a team player
- reports to a manager or supervisor
- prolonged periods sitting at a desk and working on a computer
- must be able to lift up to 25 pounds at a time
Job Qualifications
- high school diploma or equivalent
- associate's degree or equivalent experience preferred
- at least two years of related administrative and bookkeeping experience highly preferred
- excellent written and oral communication skills
- analytical ability to make decisions with limited direction
- solid computer skills including the ability to learn technology and various systems such as video conferencing google workspace salesforce excel and word
- strong attention to detail and ability to follow through on tasks
- organizational reading comprehension math and problem-solving skills
- ability to balance working independently and in a team environment
- self-starter multi-tasker problem solver goal-oriented and team player
Job Duties
- manage essential administrative activities including setting appointments preparing meeting materials and handling all incoming and outgoing correspondence
- serve as the primary point of contact for visits and calls building lasting relationships and ensuring every interaction is professional and welcoming
- track outstanding items to completion research creative solutions to office challenges and ensure all numerical and financial data is recorded and reconciled with total accuracy
- collaborate with staff members to set future actions create assignments and ensure the office is fully stocked and prepared for daily success
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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