Executive Assistant

Executive Assistant
Frederich Family Wealth
A Private Wealth Advisory Practice of Ameriprise Financial
Pasadena, CA | Full-Time

Frederich Family Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Executive Assistant to join our innovative and dynamic team.

At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations. This role is a key part of supporting that mission by ensuring our advisor and operations function efficiently, professionally, and with exceptional responsiveness.

This is a high-trust, high-impact position for someone who enjoys being a true right-hand partner and takes pride in organization, discretion, and proactive support.

Position Overview

The Executive Assistant serves as the primary administrative and operational partner to the Advisor, providing comprehensive business support and limited personal assistance with the highest level of professionalism and confidentiality.

This role goes beyond traditional administrative tasks: the Executive Assistant manages priorities, anticipates needs, maintains systems, and ensures the Advisor’s time, focus, and workflow are optimized. The ideal candidate is detail-oriented, self-directed, and comfortable operating independently in a professional services environment. Previous experience within Ameriprise Financial is highly valued.

Key Responsibilities

Executive & Administrative Support

• Manage inbound email and communications, prioritizing and escalating as appropriate
• Manage the Advisor’s calendar, including client meetings, internal meetings, and travel coordination
• Proactively anticipate needs and independently manage administrative workflows
• Provide discreet personal administrative support as needed (e.g., personal email, scheduling, or errands) with strict confidentiality

Operations & Workflow Management

• Maintain documentation, CRM data entry, and task tracking
• Oversee operational workflows, including task prioritization, project support, and client-service coordination
• Support meeting preparation, materials, and follow-up

Client Service & Office Support

• Support phone coverage by answering and routing calls/messages
• Assist with client communications and administrative follow-up
• Provide general administrative support, including scheduling, email management, task assignments, and follow-up documentation

Qualifications

• 5–7+ years of experience as an Executive Assistant or in a similar role, ideally within financial services, wealth management, or professional services
• Previous experience with Ameriprise Financial is highly preferred
• Bachelor’s degree preferred but not required
• Exceptional organizational skills and strong attention to detail
• High proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams); experience with Salesforce or similar CRM systems preferred
• Strong analytical, problem-solving, and independent judgment skills
• Excellent written and verbal communication
• Pleasant, professional, and personable demeanor; team player
• Highest levels of discretion, integrity, and confidentiality
• Comfortable supporting both business and limited personal administrative tasks
• “Can-do” attitude: proactive, assertive, resilient, emotionally intelligent, and aligned with firm culture

Compensation & Benefits

• Salary: $85,000–$100,000 annually, depending on experience (Exempt)
• Comprehensive benefits package, including:
• Paid Time Off (PTO)
• 10 Paid Holidays
• 401(k) with employer match (4% employer match when employee contributes 5%)
• Comprehensive health insurance with up to 98% of the employee premium covered by the employer, along with 50% employer-paid coverage for eligible dependents
• Initially full-time in-office, with potential for hybrid model after training

Why Join Us

Frederich Family Wealth is a collaborative, client-focused advisory practice where professionalism, integrity, proactive support and genuine care for one another define our culture. We are committed to fostering a workplace where our team can grow, thrive, and make a meaningful impact.

Our Mission

At Frederich Family Wealth Advisors, we believe our clients are like family. We focus on listening, creating a realistic collaborative plan, guiding our clients in the direction of their goals, and continuing the journey alongside them. In the combined 60+ years of financial industry experience, we have honed our skill and love what we do. We care for individuals, multi-generational families, entrepreneurs, and business owners in all areas of financial planning and advice.  All this is done in the full and declared knowledge that money never has been or ever will be the source of lasting security.  Security only comes from within and ultimately from above.  We will therefore seek to teach our clients not to chase the fantasy of security, but rather to enjoy the peace which results from good stewardship of all they have created and received.

How to Apply

Please submit the following for consideration:

• Resume
• Cover letter

Equal Opportunity Employer

Frederich Family Wealth is an Equal Opportunity Employer. We encourage applications from candidates of all backgrounds and experiences.