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

• 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 preferred; CRM experience strongly preferred

Compensation & Benefits

Salary: $60,000 – $75,000 annually, 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.