Region Coordinator - AFG

Ameriprise Financial Services, LLC; Los Angeles (CA); On-site; USD 69,000 - 94,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking an Administrative/Executive Assistant to support the Vice President for the Pacific West Region. Responsibilities include calendar management, travel planning, meeting coordination, and communications support across regional and corporate offices.

Qualifications include a High School diploma or GED, 3–5 years of relevant experience, excellent communication skills, and proficiency with Microsoft Office.

Qualifications

• Excellent written and verbal communication skills required.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficient with standard business software including Microsoft Office.
• Ability to maintain confidentiality and privacy.

Responsibilities

• Provide principal support for the Field Leader calendar and travel schedule; coordinate with partners and prioritize needs.
• Organize and execute meetings, events and conference calls; arrange technical support and prepare pre-work and post-meeting tasks.
• Prepare internal/external communications and materials; act as liaison to Field Leader at all company levels; manage communications flow.
• Oversee end-to-end ownership of multiple projects; manage regional initiatives, readiness materials, and invoicing/payments.

Skills

Communication skills

Multitasking

Confidentiality

Client service

Interpersonal skills

Time management

Education

High School Diploma or GED

Associate degree or equivalent

Tools

Microsoft Office

Job description

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

Principal support for the Pacific West 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 GED
• 3 to 5 years relevant experience
• Excellent written and verbal communication skills and strong client service orientation.
• Ability to manage multiple priorities in a fast paced environment with little or no supervision.
• Proficient with standard business software such as the 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.

Preferred Qualifications

• Previous financial experience including bill paying and reconciliation.
• Previous executive assistant experience.
• Associate degree or equivalent
• 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).

Base Pay Salary

The estimated base salary for this role is $ 68,500-94,300 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

AFG Ameriprise Franchise Group

Equal Opportunity Employer

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.