Region Coordinator (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Edina, Minnesota; must work from an Ameriprise field office or corporate location. Employees work in the office at least four days per week, with flexibility to work from home one day per week. Remote work may be considered for qualified candidates who are not located close to a physical office.
Salary: $54,400–$74,800 per year, plus potential variable compensation and benefits.
Company
is a diversified financial services company providing financial planning and advice, asset management, and insurance services to individual, small business, and institutional clients.
What you will do
- Support the Region Vice President and Field Leader with calendar management, travel planning, prioritization, and daily administrative coordination.
- Organize and execute meetings, conferences, event logistics, technical support, agendas, pre-work, and follow-up activities.
- Prepare internal and external communications, reports, presentations, newsletters, and leadership materials.
- Act as a liaison with corporate partners, executive leadership, regional leaders, staff, and advisors.
- Own multiple regional projects end to end, including planning, issue resolution, resource coordination, readiness materials, lead tracking, and invoice processing.
Requirements
- High school diploma or equivalent.
- 3–5 years of relevant experience.
- Excellent written and verbal communication skills with a strong client-service orientation.
- Ability to manage multiple priorities independently in a fast-paced environment and maintain confidential information.
- Proficiency with Microsoft Office and other standard business software.
- Valid U.S. work authorization without current or future visa sponsorship requirements.
- Some travel is required.
Nice to have
- Associate degree or equivalent.
- Financial experience including bill payment and reconciliation.
- Previous executive assistant experience.
Culture & Benefits
- Client-centric, relationship-based work environment with an emphasis on in-person collaboration.
- Vacation and sick time.
- 401(k) plan.
- Health, dental, and life insurance.
- Potential bonus, commissions, and long-term incentives depending on the role.
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