Executive Assistant

Executive Assistant
Frederich Family Wealth
A Private Wealth Advisory Practice of Ameriprise Financial
Pasadena CA Full-Time

Frederich Family Wealth a Private Wealth Advisory Practice of Ameriprise Financial is seeking a full-time Executive Assistant to join our innovative and dynamic team.

At Ameriprise Financial we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families individuals and small organizations. This role is a key part of supporting that mission by ensuring our advisor and operations function efficiently professionally and with exceptional responsiveness.

This is a high-trust high-impact position for someone who enjoys being a true right-hand partner and takes pride in organization discretion and proactive support.

Position Overview

The Executive Assistant serves as the primary administrative and operational partner to the Advisor providing comprehensive business support and limited personal assistance with the highest level of professionalism and confidentiality.

This role goes beyond traditional administrative tasks: the Executive Assistant manages priorities anticipates needs maintains systems and ensures the Advisors time focus and workflow are optimized. The ideal candidate is detail-oriented self-directed and comfortable operating independently in a professional services environment. Previous experience within Ameriprise Financial is highly valued.

Key Responsibilities

Executive & Administrative Support

• Manage inbound email and communications prioritizing and escalating as appropriate
• Manage the Advisors calendar including client meetings internal meetings and travel coordination
• Proactively anticipate needs and independently manage administrative workflows
• Provide discreet personal administrative support as needed (e.g. personal email scheduling or errands) with strict confidentiality

Operations & Workflow Management

• Maintain documentation CRM data entry and task tracking
• Oversee operational workflows including task prioritization project support and client-service coordination
• Support meeting preparation materials and follow-up

Client Service & Office Support

• Support phone coverage by answering and routing calls/messages
• Assist with client communications and administrative follow-up
• Provide general administrative support including scheduling email management task assignments and follow-up documentation

Qualifications

• 57 years of experience as an Executive Assistant or in a similar role ideally within financial services wealth management or professional services
• Previous experience with Ameriprise Financial is highly preferred
• Bachelors degree preferred but not required
• Exceptional organizational skills and strong attention to detail
• High proficiency in Microsoft Office (Outlook Word Excel PowerPoint Teams); experience with Salesforce or similar CRM systems preferred
• Strong analytical problem-solving and independent judgment skills
• Excellent written and verbal communication
• Pleasant professional and personable demeanor; team player
• Highest levels of discretion integrity and confidentiality
• Comfortable supporting both business and limited personal administrative tasks
• Can-do attitude: proactive assertive resilient emotionally intelligent and aligned with firm culture

Compensation & Benefits

• Salary: $85000$100000 annually depending on experience (Exempt)
• Comprehensive benefits package including:
• Paid Time Off (PTO)
• 10 Paid Holidays
• 401(k) with employer match (4% employer match when employee contributes 5%)
• Comprehensive health insurance with up to 98% of the employee premium covered by the employer along with 50% employer-paid coverage for eligible dependents
• Initially full-time in-office with potential for hybrid model after training

Why Join Us

Frederich Family Wealth is a collaborative client-focused advisory practice where professionalism integrity proactive support and genuine care for one another define our culture. We are committed to fostering a workplace where our team can grow thrive and make a meaningful impact.

Our Mission

At Frederich Family Wealth Advisors we believe our clients are like family. We focus on listening creating a realistic collaborative plan guiding our clients in the direction of their goals and continuing the journey alongside the combined 60 years of financial industry experience we have honed our skill and love what we do. We care for individuals multi-generational families entrepreneurs and business owners in all areas of financial planning and advice. All this is done in the full and declared knowledge that money never has been or ever will be the source of lasting security. Security only comes from within and ultimately from above. We will therefore seek to teach our clients not to chase the fantasy of security but rather to enjoy the peace which results from good stewardship of all they have created and received.

How to Apply

Please submit the following for consideration:

• Resume
• Cover letter

Equal Opportunity Employer

Frederich Family Wealth is an Equal Opportunity Employer. We encourage applications from candidates of all backgrounds and experiences.