Executive Assistant to Director of Annuities

Executive Assistant to the Director of Annuities

Location:

Hybrid position, Clive, IA.

An executive assistant to support the Director of Annuities will provide comprehensive administrative support, coordinate client and advisor communications, and assist with planning and analysis activities. The role requires excellent organization, discretion, and the ability to manage multiple priorities in a fast‑paced environment.

• Provide calendar management, travel coordination, and meeting preparation.
• Prepare and maintain reports, presentations, and documentation with exceptional attention to detail.
• Handle confidential information with integrity and discretion.
• Monitor deadlines and ensure timely completion of tasks and projects.
• Manage CRM data entry, auditing, and task tracking with accuracy and consistency.

• Coordinate client communications, scheduling, and follow‑ups to ensure seamless service delivery.
• Prepare materials for client meetings, including paperwork, presentations, and supporting documentation.
• Act as a liaison between advisors, internal teams, and external partners.
• Assist with case design support, share concepts and strategies, and schedule virtual meetings.
• Support point‑of‑sale activities and post‑sale relationship nurturing.

• Review client data including assets, liabilities, insurance policies, estate documents, and tax returns.
• Create net‑worth statements and input retirement planning data into planning software.
• Summarize key components of life insurance, annuity, disability, and long‑term care policies.
• Support illustration and case design processes using industry software.
• Conduct research and synthesize data to support strategic recommendations.

• 5+ years of experience as an executive or personal assistant or similar role.
• Bachelor’s degree in business, finance, or related field preferred (or equivalent experience).
• Strong proficiency in Microsoft Office Suite, especially Excel (formulas, pivot tables, reporting).
• Exceptional organizational skills with a demonstrated ability to manage multiple priorities under tight deadlines.
• Outstanding written and verbal communication skills.
• High level of discretion, confidentiality, and professional judgment.
• Self‑driven with sense of urgency, adaptability, and results‑oriented mindset.
• Team‑first mentality with a collaborative, supportive approach.

• Experience in financial services, insurance, or annuity industry.
• Familiarity with CRM systems (Salesforce preferred) and document management tools.
• Working knowledge of financial planning software (e.g., eMoney) a plus.
• Some understanding of life insurance products, planning concepts, or executive benefits.
• Life, Health, or FINRA Series 6/63 licenses a plus (or willingness to obtain).
• Experience with virtual meeting platforms (Zoom, MS Teams).

Base salary ranges from $65,000 to $80,000 per year, plus additional compensation based on experience, skills, and market data. Benefits include medical, dental, vision, pharmacy, retirement plan, and wellness programs. The role offers a hybrid work environment with flexibility and work‑life balance.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients.

We do not discriminate on the basis of any protected group status under any applicable law. We are an equal opportunity employer.

Interested applicants should submit a resume and cover letter. All application materials will be reviewed confidentially.