Executive Assistant & Marketing Coordinator

About Desla Wealth Management 

At Desla Wealth Management, we bring passion, research, and conviction together to provide financial advice and investment strategies that inspire confidence and clarity for every client. 

We are committed to delivering an exceptional client experience through personalized service, thoughtful planning, and long-term relationships. As a growing firm, we value collaboration, professionalism, continuous improvement, and a genuine desire to make a positive impact in the lives of our clients and our community. 

We're seeking a highly organized, proactive professional who thrives in a fast-paced environment and enjoys wearing multiple hats. This role combines executive support, marketing coordination, relationship development, event planning, and office administration, making it an ideal opportunity for someone who wants to make a meaningful impact on a growing team. 

Executive & Administrative Support 

• Manage the CEO's and Wealth Manager's calendars, scheduling, meeting coordination, and priority management. 

• Coordinate client appointments, internal meetings, seminars, and special events, including the preparation of presentations, meeting materials, and supporting documentation. 

• Support client onboarding, communications, and follow-up while maintaining the highest level of confidentiality and professionalism. 

• Maintain accurate client records, workflows, and documentation within the firm's CRM and internal systems, including SharePoint. 

• Oversee day-to-day administrative operations, support strategic projects, and identify opportunities to improve organizational efficiency. 

Marketing & Relationship Development 

• Manage the firm's social media presence, email campaigns, and weekly market updates to maintain consistent communication with clients and prospects. 

• Create and update marketing materials, presentations, website content, and client communications while ensuring brand consistency across all channels. 

• Translate complex financial concepts into clear, engaging content that resonates with our target audience. 

• Plan and coordinate client seminars, educational events, and community outreach initiatives, including logistics, promotions, and on-site support. 

• Represent Desla Wealth Management at networking events, Chamber functions, and community events to increase brand visibility and cultivate professional relationships. 

• Support digital marketing efforts and contribute creative ideas that enhance client engagement and support firm growth. 

Qualifications 

Required 

• Bachelor's degree in Marketing, Communications, Business Administration, or a related field, or equivalent professional experience. 

• 5+ years of experience in an executive assistant, administrative, marketing, client service, or similar professional role. 

• Exceptional written and verbal communication skills, with the ability to create polished, professional communications. 

• Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines. 

• Proficiency in Microsoft 365. 

• A proactive, resourceful, and detail-oriented mindset with a commitment to professionalism, confidentiality, and exceptional client service. 

Preferred 

• Experience within wealth management, financial services, banking, insurance, or another professional services industry. 

• Experience with CRM systems, SharePoint, and client data management. 

• Experience creating marketing materials and digital content using Canva, Adobe Creative Cloud, or similar design tools. 

• Experience managing websites, email marketing campaigns, and social media platforms. 

• Familiarity with LinkedIn and Meta advertising platforms and digital marketing best practices. 

• Photography, videography, graphic design, or other creative content development skills are a plus. 

What Desla Offers 

• Competitive compensation based on experience. 

• Professional development and growth opportunities. 

• A collaborative, team-oriented culture where your contributions are valued. 

• Meaningful work that directly impacts clients and supports the continued growth of the firm. 

• The opportunity to help shape the marketing and relationship development strategy of a growing wealth management practice. 

• Exposure to business owners, executives, and successful professionals throughout the community. 

• A dynamic role where creativity, initiative, and new ideas are encouraged and supported. 

Position Type: Part-Time 
Location: 7000 Vista De, Suite 193, West Des Moines, IA 
Reports To: Leadership Team 

Join a growing firm where your work will be visible, valued, and instrumental in helping shape the future growth of Desla Wealth Management.