Administrative Assistant/Receptionist at Vision Financial Group LLC – Coralville, Iowa

Are you a professional who thrives on building meaningful client connections while keeping the wheels of a busy office turning? Do you get energized by creating a seamless, welcoming experience for others and ensuring that every detail, from financial data to meeting prep, is handled with precision?

We’re seeking an Administrative Assistant/Receptionist to join our team as a key ambassador for Financial Integrators. This is a critical, high-impact role for someone who is exceptionally organized, engaging, and ready to serve as the professional first point of contact for our company. You will be the face and voice of our company, blending high-level hospitality with rigorous administrative execution.

You’ll partner closely with our staff and advisors to manage complex workflows, resolve problems through proactive research, and maintain the confidentiality and accuracy essential to a professional financial services environment.

Master the Details

• Manage essential administrative activities, including setting appointments, preparing meeting materials, and handling all incoming and outgoing correspondence.

Elevate the Client Experience

• Serve as the primary point of contact for visits and calls, building lasting relationships and ensuring every interaction is professional and welcoming.

Drive Operational Excellence

• 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.

Coordinate Workflows

• Collaborate with staff members to set future actions, create assignments, and ensure the office is fully stocked and prepared for daily success.

Location: This position is based in Coralville, IA.

Who We Are: Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. By combining personalized financial planning with professional asset management, tax optimization, and estate strategies, they unify every aspect of a client’s financial life into one cohesive roadmap. Whether protecting assets through tailored insurance or navigating business succession and retirement plans, Financial Integrators uses a collaborative, team-based approach to provide the clarity and confidence needed to secure a lasting financial legacy.

What’s in it for you?

We provide a total rewards package focused on your health, family, and financial security. This includes comprehensive medical, dental, and vision options alongside company-paid disability and life insurance. We support your work-life balance with PTO, paid holidays, volunteer time off, and paid parental leave. Finally, we invest in your future through a 401(k) plan and a robust Employee Assistance Program for professional support

• 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 the ability to learn technology and various systems including video conferencing, Familiarity with 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

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 25 pounds at a time