Ameriprise Financial - New Jersey is hiring: Executive Assistant in Montclair

Position: Executive Assistant to Private Wealth Advisor Location: Montclair, NJ (Hybrid: ~2 days in-office / 3 days remote) Practice: Nexus Wealth – Private Wealth Advisory Practice of Ameriprise Financial About Us Nexus Wealth is a high‑touch private wealth advisory practice within Ameriprise Financial, serving high‑net‑worth clients with comprehensive financial planning, investment management, and highly personalized service. We are seeking a seasoned, detail‑oriented, tech‑savvy Executive Assistant to provide dedicated, trusted support to our lead advisor — enabling us to scale operations while preserving exceptional client service and internal organization. Role Overview You will act as the right‑hand to the Advisor — not just administrative support. You’ll manage a mix of business and personal tasks with discretion, handle critical back‑office and client‑service support functions, and help maintain our operations and client responsiveness. Key Responsibilities Triage and manage inbound email/communications — filter, prioritize, and elevate appropriately. Manage advisor’s calendar: meetings, client appointments, travel planning, and coordination internally. Maintain documentation, manage CRM data‑entry, and track tasks and follow‑ups. Oversee routine operational workflows: task prioritization, deadlines, project support, client‑service tasks. Provide limited personal support as needed (e.g., personal email management, discreet scheduling or errands) — with a high level of discretion and confidentiality. Support phone/VoIP coverage as needed: answer and route calls/messages until dedicated client‑services support is expanded. Proactively anticipate needs and independently manage administrative workflow to keep the advisor’s output efficient and organized. Qualifications 3–7+ years (or more) experience as an Executive Assistant or similar role — ideally in a professional services, financial services, or wealth‑management environment. High proficiency with Microsoft Office (Outlook, Excel, Word), comfortable with CRM/data‑entry systems, and general tech‑savviness. Exceptional organizational skills, attention to detail, ability to manage multiple priorities. Highest levels of discretion, integrity, confidentiality, and professional judgment. Comfortable handling both business and personal administrative tasks (with appropriate boundaries). Excellent written and verbal communication skills; good judgment in triaging tasks, requests, and communications. Ability to work in a hybrid model (~2 days/week in Montclair office; 3 days remote), collaborate with a small advisory team, and manage phone coverage. What We Offer $80,000‑$95,000+ depending on experience. Paid holidays, 401(k) with match, option for healthcare allowance (if medical coverage needed). Hybrid work model offering flexibility and work‑life balance. A meaningful, high‑responsibility role with what will become a long‑term relationship as our practice grows. Opportunity to support a high‑net‑worth advisory practice, gaining exposure to wealth‑management operations and client service. How to Apply Please submit your résumé and a brief cover letter outlining why you’re interested in this role and how your background makes you a strong fit — especially highlighting calendar management, CRM/data‑entry, prioritization/pragmatic judgment, and discretion/administrative support in previous roles (especially if in finance or professional services). #J-18808-Ljbffr