Executive Assistant

Location: Roseville CA On-Site Full-Time

Firm: IndigoFlow Wealth Advisory (Ameriprise Private Wealth Practice)

About the Role

We are seeking a highly reliable and relationship-oriented Executive Assistant to serve as the operational right hand to the advisor/owner and a steady point of continuity for the practice. This role blends executive support client engagement and office coordination and is ideal for someone who takes pride in being dependable service-minded and disciplined in follow-through.

You will help ensure that work moves forward consistently while creating a calm professional and welcoming environment for clients and team members. The right person combines warmth with accountability someone who builds trust easily yet is comfortable following up firmly when deadlines or responsibilities slip.

Key Responsibilities

Executive & Advisor Support

- Manage advisor email calendar and scheduling with thoughtful prioritization

- Prepare meetings and materials on time and ensure readiness

- Track action items and follow up until completion

- Anticipate needs and maintain organization during shifting priorities

- Protect focus time while maintaining responsiveness

Client & Prospect Engagement

- Respond promptly and warmly to client and prospect inquiries

- Conduct outbound calls and follow-up with confidence and professionalism

- Build rapport while maintaining structure and clarity

- Maintain accurate CRM documentation

- Serve as a consistent steady point of contact for clients

• Execute email campaigns and assist with social media posting
• Update website content and prepare presentation materials as needed
• Coordinate COI meetings event invitations and related follow-up

Client Experience & Office Coordination

- Greet clients and create a welcoming polished office environment

- Answer phones and coordinate meeting logistics

- Manage office administration

Who Thrives in This Role

Naturally dependable and takes ownership of commitments

Brings calm confidence and positive energy to client interactions

Follows through consistently without needing reminders

Comfortable following up multiple times to move work forward

Balances warmth with appropriate firmness

Organized and steady under changing priorities

Coachable and open to direct feedback

Values long-term relationships and loyalty

Qualifications

25 years of experience in executive assistant client service office management or similar roles
Demonstrated ability to manage competing priorities independently
Comfortable with outbound communication and relationship-building
Bachelors degree required; CRM experience strongly preferred

Compensation & Benefits

Salary: $28.00-36.00/hour non-exempt
Bonus: Performance-based
Benefits: Medical dental vision retirement plan PTO paid holidays professional development

How to Apply

Submit your resume and a brief cover letter explaining:
1) A time you built trust while also enforcing accountability
2) How you ensure work does not stall when others are slow to respond

Equal Opportunity Employer

IndigoFlow Wealth Advisory welcomes applicants from all backgrounds.