What are the responsibilities and job description for the Regional Coordinator position at Ameriprise Financial Services, LLC?
Serve as the principal support for an Ameriprise Financial Institutions Group Field Vice President (FVP) by providing all administrative functions of the region including, but not limited to, calendar management, travel management, meeting and conference coordination, and communication development. Provide day-to-day coordination and support of regional initiatives and project activities to ensure key tasks and deadlines are met. This position serves as a key liaison between the FVP, field advisors & staff, and cross-functional stakeholders, ensuring seamless execution of business priorities, communications, and operational processes. The ideal candidate is highly organized, proactive, and collaborative, with a strong ability to manage multiple priorities in a fast-paced environment.
Key Responsibilities
Provide primary support for the assigned Field Vice President's calendar, while coordinating with a wide variety of counterparts and business partners. Serve as a delegate for FVP on meetings and/or via email.
Calendar & Meeting Management (set monthly, quarterly 1:1 meetings for FVP and Advisors, coordinate pre-hire goal meetings, 30,60, 90-day EAR ramp up calls, travel arrangement.
Provide Event coordination and project management support on multiple business priorities and initiatives
Manage and submit T&E reports; create and manage Monthly Newsletter.
Partner with field operations, implementation, and engagement teams to streamline processes and ensure alignment with regional priorities.
Monitor and report on key operational activities, identifying areas for improvement and supporting execution.
Assist in tracking regional goals, initiatives, and performance metrics.
General assistance with Advisor inquiries.
Required Qualifications
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.
Preferred Qualifications
Previous financial experience.
Previous executive assistant experience.
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 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.
Base Pay Salary
The estimated base salary for this role is $57,100-77,100/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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AFIG Ameriprise Financial Institutions Group
Key Responsibilities
Provide primary support for the assigned Field Vice President's calendar, while coordinating with a wide variety of counterparts and business partners. Serve as a delegate for FVP on meetings and/or via email.
Calendar & Meeting Management (set monthly, quarterly 1:1 meetings for FVP and Advisors, coordinate pre-hire goal meetings, 30,60, 90-day EAR ramp up calls, travel arrangement.
Provide Event coordination and project management support on multiple business priorities and initiatives
Manage and submit T&E reports; create and manage Monthly Newsletter.
Partner with field operations, implementation, and engagement teams to streamline processes and ensure alignment with regional priorities.
Monitor and report on key operational activities, identifying areas for improvement and supporting execution.
Assist in tracking regional goals, initiatives, and performance metrics.
General assistance with Advisor inquiries.
Required Qualifications
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.
Preferred Qualifications
Previous financial experience.
Previous executive assistant experience.
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 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.
Base Pay Salary
The estimated base salary for this role is $57,100-77,100/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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AFIG Ameriprise Financial Institutions Group
Salary : $57,100 - $77,100