Administrative Assistant

Job Title: Part-Time Administrative Assistant

Schedule: 4 days/week, 9:00am – 3pm. Weekly schedule can be flexible

Reports to: Managing Partner / Partner

Position Summary:

We are seeking a professional, courteous, and detail-oriented Part-Time Administrative Assistant to be the first point of contact for our clients and visitors. As the face of our wealth management firm, you will play a key role in creating a welcoming and polished front office experience while supporting the administrative needs of our team.

Key Responsibilities:

• Greet clients and visitors as they enter Iowa Wealth Management, ensuring a professional and welcoming environment
• Answer and direct phone calls
• Schedule and confirm client appointments
• Assist with administrative tasks such as filing, scanning, and data entry in our CRM system
• Assist Director of Client Experience with client needs, including ACH requests, balance requests and client paperwork processing as needed
• Maintain confidentiality and discretion with sensitive client information
• Coordinate with internal team members to ensure efficient office operations
• Assist with other duties as assigned

Qualifications:

• Previous experience in a receptionist, front desk, or administrative support role preferred
• Experience in financial services or client-facing professional environments is a plus
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Strong organizational skills and attention to detail
• Ability to handle confidential information with integrity

This role is based in a professional office setting within a client-centered wealth management firm. Business professional attire is required. The position may occasionally require flexibility in hours to support special client events or meetings. This role is not eligible for remote work. Applicants must be available for in-person work for an average of 25 hours/week.

To Apply: Please send your resume and a brief cover letter to

Seniority level: Entry level

Employment type: Part-time

Job function: Administrative