Region Coordinator - AAG

Ameriprise Financial Services, LLC•San Diego, CA

5d•$30 - $47•Hybrid

About The Position

Principal support for the Region Vice President by providing all administrative functions of the region including but not limited to calendar management, travel management, meeting and conference coordination and developing communications. Provide day-to-day coordination and support of region initiatives and project activities to ensure key tasks and deadlines are met. Provide event management and project management support on multiple events and initiatives.

Requirements

High school or equivalent
3-5 years Relevant Experience Required
Excellent written and verbal communication skills and strong client service orientation
Ability to manage multiple priorities in a fast paced enviroment with little or no supervision
Proficient with standard business software such as Microsoft Office Suite of tools
Ability to maintain confidentiality and privacy
Ability to work with all level of employees and advisors
Ability to handle/maintain private and confidential information in an appropriate manner
Some travel required
Must work out of Ameriprise AAG field office or corporate location

Nice To Haves

Associate (2-year) degree or equivalent
Previous financial experience including bill paying and reconciliation
Previous executive assistant experience

Responsibilities

Provide principle support for the Field Leader calendar while coordinating with a wide variety of counterparts and business partners.
Arrange and maintain the Field Leader travel schedule while considering the corporate, region and office calendars.
Prioritize the Field Leader schedule according to the needs of the business.
Responsible for organizing, supporting and executing on all meetings, events and conference calls with region and corporate office including arranging technical support, agenda preparation, coordination/creation of pre-work and execution/delegation of post meeting tasks.
Work with internal/external partners to manage the event process.
Prepare internal/external communications (email, memos, letters, newsletters, recognition, etc.) as directed and on behalf of the Field Leader.
Prepare reports, presentations & materials.
Function as a liaison to the Field Leader for all levels of the company including but not limited to: corporate office members, executive leadership team members, region leadership and staff.
Manage, direct and prioritize communications via phone, email and mail for the office of the Field Leader.
Overall end-to-end ownership of projects.
Plan and effectively manage all aspects of multiple projects.
Accountable for region business, resolution of critical issues to project, provide leadership to project resources, create and manage the overall project readiness (ELT/RVP 1:1 materials, regional calendar, advisor engagement, lead tracking, region invoice processing and payment).