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![Ameriprise Financial - Connecticut](https://media.trabajo.org/img/noimg.jpg)
Executive Assistant
3 months ago
Heirloom Private Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a highly motivated Executive Assistant to join our dynamic team. This individual will play a crucial role in supporting the lead advisor with client meetings, note-taking and administrative type tasks, both business and personal related. This role will allow you to build great relationships with our clients and be the lead support to the advisor and practice owner.
**Key Responsibilities**:
- Client Meetings: Attend client meetings, actively listen, and take detailed notes on client discussions, concerns, and goals.
- CRM Utilization: Effectively use our Client Relationship Management (CRM) system to document client interactions, maintain up-to-date client records, and track the progress of financial plans.
- Administrative assistance: Provide top-level service to the advisor and owner, assisting with admin tasks and practice management needs.
**Qualifications**:
- Two years’ previous experience in an executive assistant role.
- Excellent communication and interpersonal skills.
- Strong organizational and time-management abilities.
- Proficient in using CRM systems and other financial planning tools.
**Compensation and Benefits**:
- Starting at $24-$26 per hour, commensurate with experience.
- Competitive benefits package:
- 80% of health insurance premiums paid, up to $800
- 401k with a match
- PTO and paid holidays.
If you are a dedicated professional looking to make a significant impact in a growing private wealth advisory practice, we invite you to apply. Please submit your resume and cover letter when applying.