Executive Assistant

Ameriprise Financial • Roseville, CA

52d • $60,000 - $75,000 • Onsite

About The Position

We are seeking a highly reliable and relationship-oriented Executive Assistant to serve as the operational right hand to the advisor/owner and a steady point of continuity for the practice. This role blends executive support, client engagement, and office coordination and is ideal for someone who takes pride in being dependable, service-minded, and disciplined in follow-through. You will help ensure that work moves forward consistently while creating a calm, professional, and welcoming environment for clients and team members. The right person combines warmth with accountability — someone who builds trust easily yet is comfortable following up firmly when deadlines or responsibilities slip.

Requirements

• 2–5+ years of experience in executive assistant, client service, office management, or similar roles
• Demonstrated ability to manage competing priorities independently
• Comfortable with outbound communication and relationship-building

Nice To Haves

• Bachelor’s degree preferred
• CRM experience strongly preferred

Responsibilities

• Manage advisor email, calendar, and scheduling with thoughtful prioritization
• Prepare meetings and materials on time and ensure readiness
• Track action items and follow up until completion
• Anticipate needs and maintain organization during shifting priorities
• Protect focus time while maintaining responsiveness
• Respond promptly and warmly to client and prospect inquiries
• Conduct outbound calls and follow-up with confidence and professionalism
• Build rapport while maintaining structure and clarity
• Maintain accurate CRM documentation
• Serve as a consistent, steady point of contact for clients
• Execute email campaigns and assist with social media posting
• Update website content and prepare presentation materials as needed
• Coordinate COI meetings, event invitations, and related follow-up
• Greet clients and create a welcoming, polished office environment
• Answer phones and coordinate meeting logistics
• Manage office administration

Benefits

• Medical
• dental
• vision
• retirement plan
• PTO
• paid holidays
• professional development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level