Executive Assistant

Executive Assistant

Location:

Roseville, CA
• On-Site
• Full-Time

Firm:
Indigo Flow Wealth Advisory (Ameriprise Private Wealth Practice)

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.

• 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

• 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

• Greet clients and create a welcoming, polished office environment
• Answer phones and coordinate meeting logistics
• Manage office administration

• 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

• 2–5+ 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
• Bachelor’s degree required; CRM experience strongly preferred

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

Submit your resume and a brief cover letter explaining:

Indigo Flow Wealth Advisory welcomes applicants from all backgrounds.