Ameriprise Financial Services, LLC · 17 hours ago
Part Time Executive Assistant
New York, NY
Full-time, Part-time
Onsite
New Grad, Entry Level
$30/hr - $30/hrAmeriprise Financial Services, LLC is seeking a highly organized and detail-oriented Part-Time Executive Assistant to support a Senior Vice President and an 18-person team. The role involves managing logistics, scheduling, and administrative tasks to ensure the executive can focus on high-level responsibilities.
CommercialConstructionProperty ManagementReal EstateResidential
Responsibilities
Summarize meeting notes and convert them into clear, compliant, CRM-ready documentation
Maintain and organize my calendar, including:
Scheduling and rescheduling meetings
Confirming meetings with clients and internal team members
Managing conflicts and prioritization
Track tasks, deadlines, and follow-ups to ensure nothing falls through the cracks
Support planning and execution of my personal business plan
Enter and organize meeting notes, action items, and follow-ups in CRM
Maintain consistency, clarity, and professionalism in all internal documentation
Help streamline workflows and improve organizational systems over time
Review incoming resumes and pre-qualify candidates for interviews
Reach out to candidates to schedule and coordinate initial screening conversations
Help manage interview logistics as the team continues to grow rapidly
Maintain organization and follow-up throughout the recruiting process
Coordinate time and meetings involving my 18-person team
Help manage how team members’ time is allocated with me
Assist with internal communication and scheduling logistics as needed
Organize trips to visit clients in Dallas, Houston, and Charleston, South Carolina, including:
Flights and accommodations
Restaurant research and reservations
Client-appropriate venues and meeting logistics
Ensure trips are efficient, well-planned, and stress-free
Handle personal administrative tasks, including:
Scheduling appointments (e.g., dentist, personal errands)
Managing Amazon orders and office supplies (water, beverages, etc.)
Coordinating dry cleaning pickup and drop-off
Dinner reservations in the city
Proactively identify and handle small but important tasks that save time and mental bandwidth
Qualification
Required
Exceptionally organized with strong attention to detail
Comfortable managing both professional and personal tasks
Strong written and verbal communication skills
Confident interacting with candidates, clients, and internal team members
Tech-savvy and comfortable working with CRM systems
Tech-savvy and comfortable working with Calendars (Google/Outlook)
Tech-savvy and comfortable working with Email, scheduling tools, and task managers
Proactive, reliable, and able to work independently
Discreet, trustworthy, and comfortable handling sensitive information
Company
Ameriprise Financial Services, LLC
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
Founded in 1990
5001-10000 employees
H1B Sponsorship
Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (74)
2023 (62)
2022 (105)
2021 (82)
2020 (73)
Funding
Current Stage
Late StageLeadership Team
Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
Recent News
2025-10-03
2025-10-02
Company data provided by crunchbase