Step into an instrumental role by assisting with the daily operations of a fast-paced holistic financial planning practice.
The administrative assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The administrative assistant allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines.
This role provides administrative support by scheduling meetings as needed, fielding incoming client phone calls, insuring office entry and lobby are clean and professional, logging incoming mail for the practice, greeting and interacting with clients as they arrive.
Responsibilities and Time Allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Primary Responsibilities
Position Functions:
Prepare correspondence for advisor signature when needed
Complete incoming and outgoing mail along with compliance requirements
Complete application to be a Notary Public, after start date
Daily office up-keep/cleaning
Answer incoming and outgoing calls and transferring to the appropriate party
Assist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s)
Greet clients upon arrival and extend hospitality to clients
Faxing/scanning/uploading/tasking items as needed
Document client contacts/calls/messages and schedule as needed
Maintain office supplies
Key Traits of a Successful Administrative Assistant
Strong organizational and computer skills
Professional in appearance
Direct attention to detail and organization
Effective communication with clients and other advisors/staff
Effective and efficient time management
Polite and clear phone manner
Ability to multi-task
Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
Ability to support and provide guidance for compliance within the advisor's practice
Positive attitude and sincere willingness to constantly learn and grow
Education and Other Designations:
Experience in working in a small office environment
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time