Region Coordinator - AFG

About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Principal support for the Pacific West Region Vice President by providing all administrative functions of the region including but not limited to calendar management, travel management, meeting and conference coordination and developing communications. Provide day-to-day coordination and support of Region initiatives and project activities to ensure key tasks and deadlines are met. Provide event management and project management support on multiple events and initiatives.

Provide principle support for the Field Leader calendar while coordinating with a wide variety of counterparts and business partners. Arrange and maintain the Field Leader travel schedule while considering the corporate, region and office calendars. Prioritize the Field Leader schedule according to the needs of the business. Responsible for organizing, supporting and executing on all meetings, events and conference calls with region and corporate office including arranging technical support, agenda preparation, coordination/creation of pre-work and execution/delegation of post meeting tasks. Work with internal/external partners to manage the event process. Prepare internal/external communications (email, memos, letters, newsletters, recognition, etc.) as directed and on behalf of the Field Leader. Prepare reports, presentations & materials. Function as a liaison to the Field Leader for all levels of the company including but not limited to: corporate office members, executive leadership team members, region leadership and staff. Manage, direct and prioritize communications via phone, email and mail for the office of the Field Leader. Overall end-to-end ownership of projects. Plan and effectively manage all aspects of multiple projects. Accountable for region business, resolution of critical issues to project, provide leadership to project resources, create and manage the overall project readiness (ELT/RVP 1:1 materials, regional calendar, advisor engagement, lead tracking, region invoice processing, and payment).

High School or GED 3 to 5 years relevant experience Excellent written and verbal communication skills and strong client service orientation. Ability to manage multiple priorities in a fast paced environment with little or no supervision. Proficient with standard business software such as the Microsoft Office Suite of tools. Ability to maintain confidentiality and privacy. Ability to work with all level of employees and advisors. Ability to handle/maintain private and confidential information in an appropriate manner. Some travel required.

Previous financial experience including bill paying and reconciliation. Previous executive assistant experience. Associate degree or equivalent Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN). In-Office Collaboration   We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal