Executive Assistant

KAZ, SP/Ameriprise Financial - Broomfield, CO

Full-time - Entry Level

Broomfield, CO

About the position

The Executive Assistant/Client Services role is crucial for supporting a high-level financial planning firm. This position involves managing client relationships and assisting financial advisors with their administrative and operational tasks, ensuring a seamless experience for clients and advisors alike.

Responsibilities

• Manage client relationships and ensure their needs are met.
• Assist Advisors with daily administrative tasks.
• Support operational needs of the financial planning firm.
• Coordinate communication between clients and advisors.
• Organize and maintain client records and documentation.

Requirements

• Proven experience as an executive assistant or in a similar administrative role.
• Strong organizational and multitasking skills.
• Excellent communication and interpersonal abilities.
• Familiarity with financial services or planning is a plus.

Nice-to-haves

• Experience in a fast-paced environment.
• Knowledge of Ameriprise Financial systems or processes.

Benefits

• Health insurance coverage.
• 401k retirement savings plan.
• Paid holidays and vacation time.