At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
Join a growing wealth management practice dedicated to delivering an exceptional client experience. The Executive Assistant & Marketing Specialist serves as a key member of the team, supporting daily office operations, client service initiatives, and marketing activities that help strengthen the firm's relationships and presence in the community.This role requires a highly organized, detail-oriented professional who can manage multiple priorities, maintain a high level of professionalism, and contribute to a positive client experience.
Position Functions:
Administrative & Executive Support
- Provide reception coverage and serve as the first point of contact for clients and visitors.
- Answer and direct incoming phone calls.
- Manage calendars, appointments, meetings, and event logistics.
- Assist with client paperwork, service requests, and follow-up items.
- Process mail, deposits, checks, and outgoing correspondence.
- Maintain accurate client records, CRM notes, and workflow documentation.
- Coordinate office supplies, vendor relationships, and facility needs.
- Support special projects and business initiatives as needed.
Marketing & Client Engagement
- Coordinate client appreciation events, sponsorships, charitable initiatives, and community involvement activities.
- Manage event logistics, invitations, vendor coordination, and follow-up communications.
- Assist with website updates, marketing materials, and social media content.
- Support branding and communication initiatives that enhance the client experience.
Key Traits of a Successful Candidate
- Strong organizational skills and attention to detail.
- Professional communication and client service skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong time management and problem-solving abilities.
- Ability to work independently while contributing to a collaborative team environment.
- Positive attitude and willingness to learn and grow.
Qualifications
- High school diploma required; associate or bachelor’s degree preferred.
- 2+ years of experience in administration, executive support, marketing, client service, or a related field.
- Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint, and Teams).
- Experience with CRM systems and event coordination preferred.
- Must be authorized to work in the United States.
Full-Time/Part-Time
Full timeAmeriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.