Executive Assistant

Ameriprise Financial

Roseville, CA

JOB DETAILS
SALARY
$28–$36 Per Hour
SKILLS
Administrative Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Service Management, Customer Support/Service, Documentation, Email Campaign, Email Management/Administration, Establish Priorities, Executive Assistant Skills , Executive Relationships, Follow Through, Office Management, Organizational Skills, Plan Meetings, Presentation/Verbal Skills, Social Media, Telephone Skills, Time Management, Website Management
LOCATION
Roseville, CA
POSTED
1 day ago
Executive Assistant

Location: Roseville, CA • On-Site • Full-Time

Firm: IndigoFlow Wealth Advisory (Ameriprise Private Wealth Practice)

About the Role

We are seeking a highly reliable and relationship-oriented Executive Assistantto 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.

Key Responsibilities
Executive & Advisor Support

- 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

Client & Prospect Engagement

- 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


Client Experience & Office Coordination

- Greet clients and create a welcoming, polished office environment

- Answer phones and coordinate meeting logistics

- Manage office administration

Who Thrives in This Role

• Naturally dependable and takes ownership of commitments

• Brings calm confidence and positive energy to client interactions

• Follows through consistently without needing reminders

• Comfortable following up multiple times to move work forward

• Balances warmth with appropriate firmness

• Organized and steady under changing priorities

• Coachable and open to direct feedback

• Values long-term relationships and loyalty

Qualifications

• 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
• Bachelor's degree required; CRM experience strongly preferred

Compensation & Benefits

Salary: $28.00-36.00/hour, non-exempt
Bonus: Performance-based
Benefits: Medical, dental, vision, retirement plan, PTO, paid holidays, professional development

How to Apply

Submit your resume and a brief cover letter explaining:
1) A time you built trust while also enforcing accountability
2) How you ensure work does not stall when others are slow to respond

Equal Opportunity Employer

IndigoFlow Wealth Advisory welcomes applicants from all backgrounds.

A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.

About the Company

A

Ameriprise Financial

About Ameriprise Financial

Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.

From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.

Our Investment in You

We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.

Your Career at Ameriprise

When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.

Search Open Positions and Apply

Learn More About Joining Ameriprise

Thrive in a Respectful, Supportive Environment

We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.

Learn More About Diversity and Inclusion at Ameriprise

Build a Career that Matters to You

At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.

Being an Ameriprise Advisor

Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.

Learn More About Ameriprise Advisor Support

Opportunities for Students

Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.

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COMPANY SIZE
10,000 employees or more
INDUSTRY
Financial Services
FOUNDED
1894
WEBSITE
https://www.ameriprise.com/careers