Manage calendar, book/confirm/reschedule meetings, maintain cadence for existing client book
Handle last-minute rescheduling requests promptly
Monitor and respond to email inbox, ensure timely replies
Keep Salesforce CRM updated with client and opportunity notes
Coordinate with internal operations on opportunities and client updates
Occasionally answer client calls; provide general administrative support

🎯 Requirements

Strong organizational skills; able to proactively manage a busy schedule
Proficient with Microsoft Office, especially Outlook calendar; Microsoft Copilot familiarity is a
CRM familiarity; Salesforce experience is a plus but not required
Familiarity with Ameriprise broker-dealer tools is a plus
Professional, client-facing communication style

🎁 Benefits

100% REMOTE
$50 birthday bonus
$200 testimonial bonus
NO TRACKER. NO PROBLEM

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