Description
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.Key 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).
Required Qualifications
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
Preferred Qualifications
Associate (2-year) degree or equivalent
Previous financial experience including bill paying and reconciliation
Previous executive assistant experience
Visa Sponsorship
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).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated hourly rate for this role is $29.95 - $47.40 / hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full-Time/Part-Time
Full timeExempt/Non-Exempt
Non-ExemptJob Family Group
Business Support & OperationsLine of Business
AAG Ameriprise Advisor GroupRegion Coordinator - AAG • Walnut Creek, California
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