Region Coordinator at Ameriprise Financial Services, LLC (Dallas, TX)

| Dallas-Fort Worth, TX
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Job Description

Provide all administrative functions including but not limited to calendar management, travel management, meeting and conference coordination and developing communications. Provide day-to-day coordination and support initiatives and project activities to ensure key tasks and deadlines are met. Provide event management and project management support on multiple events and initiatives.
If you are not located close to a physical office, remote work is considered for qualified candidates.

About Our Company

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Preferred Qualifications

  • Associates degree or equivalent
  • Previous financial experience including bill paying and reconciliation.
  • Previous executive assistant experience.


  • 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.
  • 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).

Required Qualifications

  • High school or GED or equivalent
  • 3-5 years of relevant work 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.
More Information on Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC operates in the Fintech industry. The company is located in Minneapolis, MN. Ameriprise Financial Services, LLC was founded in 1894. It has 16649 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 125 open jobs at Ameriprise Financial Services, LLC, click here.
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