Note: The job is a remote job and is open to candidates in USA. Kuttin Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC, seeking a highly organized CFO Operations and Finance Senior Coordinator. This role is responsible for enhancing the effectiveness of the CFO and finance function through coordination, scheduling, and administrative tasks while working closely with the CFO and other stakeholders.
Responsibilities
- Serve as the central point of contact for information moving to and from the CFO
- Own the CFO’s calendar end-to-end — scheduling, prioritizing, coordinating internal and external meetings, and safeguarding time for priority work
- Manage the CFO’s inbox, including routine correspondence, requests, delegation tracking, and response coordination
- Prepare, organize, and route routine information, documents, and meeting materials
- Track deliverables, follow-ups, and deadlines across the team and outside partners
- Coordinate document collection, filing, version control, and follow-up
- Support accounts payable, expense reporting, and credit card platform workflows
- Take ownership of day-to-day coordination tasks, freeing the CFO to focus on strategic priorities
- Manage multiple priorities across special projects and stakeholders simultaneously
- Draft clear and accurate summaries, memos, and follow-ups independently
- Join selected calls to capture notes, track next steps, and support follow-through
Skills
- 5+ years of experience as an administrative/executive assistant or similar role
- Strong organizational and time management skills
- Proficient in Microsoft Office 365
- High discretion with confidential financial and personnel information
- Sound judgment and ability to identify when issues should be escalated
- Strong follow-through and comfort professionally tracking commitments across stakeholders
- Ability to draft clear summaries, notes, and follow-up communications
- Comfort supporting senior executives in a fast-moving environment
- Attention to detail and ability to manage recurring deadlines
- Excellent written and verbal communication skills
- Comfortable with learning new technologies
- Basic familiarity with AI tools
- Prior experience supporting finance, accounting, operations, or executive leadership teams
- Basic accounting, finance, or business operations knowledge
- Experience with expense management, AP, document management, or workflow tools
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