Strategic NYC Executive Assistant & Right-Hand Partner

Ameriprise Financial Services, LLC; New York (NY); On-site; USD 65,000 - 85,000; Full time

Job summary

Ameriprise Financial Services, LLC in New York City seeks an Executive Assistant to provide high-level support to a financial advisor. The role focuses on structured, detail-oriented administration, calendar management, CRM documentation, recruiting coordination, and day-to-day execution to keep professional and personal life running smoothly.

The ideal candidate will anticipate needs, maintain organization, and act as a trusted right hand, managing logistics and ensuring tasks stay on track

Qualifications

• Highly organized with strong attention to detail
• Experience using CRM systems
• Calendar management and scheduling proficiency
• Excellent written and verbal communication
• Ability to handle confidential information discreetly
• Tech-savvy with familiarity with Google/Outlook calendars and task managers
• Proactive, reliable and able to work independently
• Experience coordinating travel and client visits

Responsibilities

• Summarize meeting notes and convert to CRM-ready docs
• Maintain and organize calendar; schedule/reschedule meetings
• Confirm meetings with clients and team members; manage conflicts
• Track tasks, deadlines and follow-ups
• Support personal business planning for advisor
• Enter and organize notes and actions in CRM; ensure consistency in docs
• Assist recruiting: pre-qualify resumes and coordinate initial screenings
• Coordinate travel to visit clients (Dallas, Houston, California); arrange flights, hotels and reservations
• Handle personal admin tasks and errands to save time and mental bandwidth

Job description

Ameriprise Financial Services, LLC in New York City seeks an Executive Assistant to provide high-level support to a financial advisor. The role focuses on structured, detail-oriented administration, calendar management, CRM documentation, recruiting coordination, and day-to-day execution to keep professional and personal life running smoothly.

The ideal candidate will anticipate needs, maintain organization, and act as a trusted right hand, managing logistics and ensuring tasks stay on track