Location: Roseville, CA • On-Site • Full-Time
Firm: IndigoFlow Wealth Advisory (Ameriprise Private Wealth Practice)
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.
- 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
- Greet clients and create a welcoming, polished office environment
- Answer phones and coordinate meeting logistics
- Manage office administration
• 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
• 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
Salary: $28.00-36.00/hour, non-exempt
Bonus: Performance-based
Benefits: Medical, dental, vision, retirement plan, PTO, paid holidays, professional development
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
IndigoFlow Wealth Advisory welcomes applicants from all backgrounds.
Executive Assistant • Roseville, CA, US
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