Office Coordinator & Marketing Lead

Company Description

Ameriprise Financial has been helping individuals and institutions achieve financial confidence for over 130 years. With a nationwide network of approximately 10,000 financial advisors, the company provides comprehensive investment advice, asset management, and insurance solutions. Ameriprise operates across the United States and globally, offering tailored products and services to meet diverse financial needs. Committed to its clients' success, the company delivers expertise designed to help customers manage risk, grow wealth, and achieve long-term financial goals.

Role Description

The Office Coordinator & Marketing Lead at Ameriprise Financial Services, LLC in Green Bay, WI, will support the day-to-day operations of the office. Responsibilities include providing administrative and executive assistance, managing schedules, maintaining client records, coordinating office communications, and performing clerical tasks. The role also involves supporting marketing initiatives, including client event planning and creating marketing materials. This is a full-time, on-site position for candidates who excel in organization, communication, and multitasking.

Qualifications

• Executive Administrative Assistance skills to manage schedules, correspondence, and office operations effectively
• Strong Phone Etiquette and Communication skills for client interaction and office coordination
• Proficiency in Clerical Skills, including data entry, document management, and record-keeping
• Familiarity with marketing tasks such as event planning and preparing marketing materials is preferred
• Ability to work full time in an on-site setting in Green Bay, WI
• Proficiency in commonly used administrative software, such as Microsoft Office Suite
• High attention to detail, time management skills, and adaptability in a fast-paced environment
• Previous experience in a customer service or administrative role is a plus