This is a fully remote position, open to applicants in Philippines, +1 more state.

📋 Description

• Oversee Adam's calendar by scheduling, confirming, and rearranging client meetings, including maintaining the quarterly meeting schedule for the current client roster.

• Promptly address last-minute requests for meeting rescheduling.

• Supervise and manage Adam's email inbox to ensure timely communication while he is in back-to-back meetings.

• Update client and opportunity notes in Salesforce CRM.

• Liaise with internal operations staff regarding active opportunities and client updates.

• Occasionally take client phone calls on Adam's behalf once phone line access is established.

• Offer general administrative and operational support as required.

⛳️ Requirements

• Excellent organizational abilities with a proactive approach to managing a busy and dynamic schedule.

• Proficient with the Microsoft Office suite, especially Outlook calendar.

• General familiarity with CRM systems is advantageous.

• Personable and professional communication style for occasional client-facing phone interactions.

• Experience with Salesforce is a plus but not mandatory.

• Familiarity with Microsoft Copilot is an added advantage.

• Knowledge of Ameriprise broker-dealer platform tools is beneficial but not essential.

🏝️ Benefits

• 100% remote work opportunity.

• $50 birthday bonus.

• $200 testimonial bonus.

• No tracking required.