Field Administrative Assistant

Ameriprise Financial Services, LLC•New York, NY

4d•Remote

About The Position

Partner with field leadership in providing support and coordination within the assigned territory, including meeting and conference coordination and developing communications. Provide day-to-day coordination and support for territory initiatives and project activities to ensure key tasks and deadlines are met. Act as relationship manager for select advisors and staff in territory to connect with corporate resources and programming. This position is remote. Any expectations for travel or in-person collaboration will be discussed during the hiring process. This position is eligible for remote work in these locations: NY (NY Metro), PA (Central PA) - Mid-Atlantic. Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Requirements

Associates degree or equivalent and 3+ years of relevant work experience.
Strong organizational and prioritization skills and ability to process multiple task in a fast-paced environment with minimal supervision
Proficient with standard business hardware and software (including Microsoft Office products)
Ability to grow positive relationships with advisors, staff, field leadership team and colleagues at all organizational levels
Ability to work independently
Ability to handle/maintain private and confidential information in an appropriate manner

Nice To Haves

Ability to travel 10-20%

Responsibilities

Own the primary relationship with identified advisors to drive net flows and client acquisition.
Follow-up with additional advisors based on actions from FFVP meetings.
Support advisors in enrolling with Coaching Programs and Forums.
Responsible for maintaining relationships with new and tenured advisor staff members to enroll in training opportunities and provide firm resources to ensure they are well positioned for development and growth.
Utilize one-to-one, one-to-few, and one-to-many tactics.
Capture their own activity in SalesForce.
May support EAR relationship management as needed.
Coordinate territory events (i. e., Town Halls, Workshops, Focus Groups, Forums, etc.) and on-going programs (i.e. advisor recognition).
Negotiate venue contracts and reserve space, schedule speakers, manage vendors and participants, and coordinate event logistics including registration and attendee tracking, presentations, and other materials required to support the event.
Seek out various wholesaling organizations to organize speakers and obtain sponsorships.
Also coordinate track and distribute advisor recognition.
Lead the creation and distribution of the FFVP monthly newsletters for advisors, report generation for meeting prep leveraging tools and technology, triaging email correspondence and creating presentations and meeting preparation.
Manage the coordination of various Advisor Engagement Programs for the territory using various systems and tools, including Salesforce, Excel, and CVENT.
Partner with and provide work direction Ameriprise India field coordinator colleague to execute tasks on behalf of FFVP.
Provide cross-functional support to ensure optimum advisor experience as needed or other duties as assigned.