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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... Show More
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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