EA & Marketing Specialist – Growth & Engagement

Ameriprise Financial Services, LLC; Tyler (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Ameriprise Financial is seeking an Executive Assistant & Marketing Specialist to support daily office operations, client service initiatives, and marketing activities that strengthen client relationships and the firm’s community presence. Join a growing wealth management practice as a key team member providing reception coverage, scheduling, paperwork support, CRM updates, and event coordination.

This role blends administrative duties with marketing and client engagement to enhance the client

Qualifications

• High school diploma required; associate or bachelor’s degree preferred.
• 2+ years of experience in administration, executive support, marketing, client service, or related field.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams).
• Must be authorized to work in the United States.

Responsibilities

• Provide reception coverage and be first point of contact for clients and visitors.
• Answer and direct incoming phone calls; manage calendars and meetings.
• Assist with client paperwork, service requests, and follow-up items; process mail and deposits.
• Maintain accurate client records, CRM notes, and workflow documentation; coordinate supplies and vendor relations.
• Support marketing activities, client engagement, events, and community involvement initiatives.

Skills

Organization

Communication

Time management

Problem solving

Independent worker

Team collaboration

Education

High school diploma

Associate/Bachelor's degree preferred

Tools

Microsoft Office

CRM systems

Event coordination

Job description

Ameriprise Financial is seeking an Executive Assistant & Marketing Specialist to support daily office operations, client service initiatives, and marketing activities that strengthen client relationships and the firm’s community presence. Join a growing wealth management practice as a key team member providing reception coverage, scheduling, paperwork support, CRM updates, and event coordination.

This role blends administrative duties with marketing and client engagement to enhance the client