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Executive Assistant

Iowa City, IA

Job Information:

A leading retirement plan company provides comprehensive financial services to help business owners and individual clients pursue their retirement goals. Located in Iowa City, IA, our office offers a pleasant working atmosphere.  Our business environment encourages employees to excel and realize their full potential.  We currently have an opportunity for the Executive Assistant position.

The Executive Assistant is an accountable, self-reliant and intelligent team member who is comfortable working as part of a team, but can work independently as well.
Responsibilities will include:

  • Provide prompt and courteous service to clients

  • Manage new client onboarding

  • Manage client relationship system

  • Coordinate appointments

  • Meeting preparation

  • Process new business and provide customer service on existing accounts

  • Manage marketing activities of firm

  • Administrative and other duties as assigned

Candidate must have the following qualifications:

  • Excellent computer skills, including extreme proficiency with Microsoft Office suite

  • Associates or Bachelors preferred

  • Excellent time management skills

  • Detail oriented self-starter

  • Excellent organizational and communication skills

  • Ability to work under pressure and consistently meet deadlines

  • Manage day-to-day activities, as well as special projects

If you are interested in this challenging position, please submit your resume and cover letter to

Applying for:

Executive Assistant

Castle Financial Services Inc.

(.DOC, .DOCX, .PDF, .RTF, .TXT, .ODT, .PAGES, .WPS up to 2MB)

Posted 04/17/17

Job ID: