Field Administrative Assistant

Ameriprise Financial Services; United States; Remote; USD 70,100 - 93,500; Full time

Benefits offered by this job

Vacation time

Health insurance

401(k) benefits

Job summary

Ameriprise Financial Services is seeking an individual to support field leadership through coordination of events and advisor engagement activities. The role is fully remote, supporting initiatives in NY and PA, and requires strong organizational skills.

The successful candidate will manage relationships to drive client acquisition, coordinate events, and support various advisor programs using tools like Salesforce. This position offers a competitive salary and benefits including vacation and health insurance.

Qualifications

• Associates degree or equivalent and 3+ years of relevant work experience.
• Ability to grow positive relationships with advisors and staff.
• Proficient with standard business hardware and software.

Responsibilities

• Own the primary relationship with identified advisors.
• Coordinate territory events and logistics.
• Lead creation and distribution of monthly newsletters.

Skills

Organizational skills

Prioritization

Relationship management

Independence

Education

Associates degree or equivalent

Tools

Salesforce

Microsoft Office

Job description

Overview

Partner with field leadership in providing support and coordination within the assigned territory, including meeting and conference coordination and developing communications. Provide day-to-day coordination and support for territory initiatives and project activities to ensure key tasks and deadlines are met. Act as relationship manager for select advisors and staff in territory to connect with corporate resources and programming.

This position is remote. Any expectations for travel or in-person collaboration will be discussed during the hiring process. This position is eligible for remote work in these locations: NY (NY Metro), PA (Central PA) - Mid-Atlantic.

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).

Key Responsibilities

• Advisor and Staff Engagement: Own the primary relationship with identified advisors to drive net flows and client acquisition. Follow-up with additional advisors based on actions from FFVP meetings. Support advisors in enrolling with Coaching Programs and Forums. Responsible for maintaining relationships with new and tenured advisor staff members to enroll in training opportunities and provide firm resources to ensure they are well positioned for development and growth. Utilize one-to-one, one-to-few, and one-to-many tactics. Capture their own activity in SalesForce. May support EAR relationship management as needed.
• Event focus: Coordinate territory events (i.e., Town Halls, Workshops, Focus Groups, Forums, etc.) and ongoing programs (i.e., advisor recognition). Negotiate venue contracts and reserve space, schedule speakers, manage vendors and participants, and coordinate event logistics including registration and attendee tracking, presentations, and other materials required to support the event. Seek out various wholesaling organizations to organize speakers and obtain sponsorships. Also coordinate track and distribute advisor recognition.
• FVP/FRE Partnership: Lead the creation and distribution of the FFVP monthly newsletters for advisors, report generation for meeting prep leveraging tools and technology, triaging email correspondence and creating presentations and meeting preparation. Manage the coordination of various Advisor Engagement Programs for the territory using various systems and tools, including Salesforce, Excel, and CVENT.
• Team Approach: Partner with and provide work direction Ameriprise India field coordinator colleague to execute tasks on behalf of FFVP. Provide cross-functional support to ensure optimum advisor experience as needed or other duties as assigned.

Required Qualifications

• Associates degree or equivalent and 3+ years of relevant work experience.
• Strong organizational and prioritization skills and ability to process multiple task in a fast-paced environment with minimal supervision.
• Proficient with standard business hardware and software (including Microsoft Office products).
• Ability to grow positive relationships with advisors, staff, field leadership team and colleagues at all organizational levels.
• Ability to work independently.
• Ability to handle/maintain private and confidential information in an appropriate manner.
• Ability to travel 10-20%.

Preferred Qualifications

• The estimated base salary for this role is $70,100 - $93,500 / year. 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 time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.