Jobs with Ameriprise Financial
(Found 135 Jobs)
Ameriprise Financial
Administrative Assistant
Ameriprise Financial
Job DescriptionStep 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 task...
Oct 17, 2024
Mankato, MN
Ameriprise Financial
IT Audit Manager
Ameriprise Financial
Ameriprise Financial is looking for an IT Audit Manager to join the team. The individual in this role will plan and execute basic to complex portions of the Risk and Control Services plan, including a...
Oct 17, 2024
Minneapolis, MN
Ameriprise Financial
IT Audit Manager
Ameriprise Financial
Ameriprise Financial is looking for an IT Audit Manager to join the team. The individual in this role will plan and execute basic to complex portions of the Risk and Control Services plan, including a...
Oct 17, 2024
Boston, MA
Ameriprise Financial
Customer Service Professional
Ameriprise Financial
Leverage your first in class customer service skills as first point of contact for advisors, clients, and business partners as a Client Service Professional! With our leadership team supporting you, y...
Oct 17, 2024
Minneapolis, MN
Ameriprise Financial
Senior Compliance Analyst
Ameriprise Financial
We are searching for a Senior Compliance Analyst within the General Counsel's Organization team, who is a hardworking self-starter motivated by achieving and exceeding goals who will support the Field...
Oct 16, 2024
Minneapolis, MN
Administrative Assistant
Mankato, MN
Oct 17, 2024
Job Description

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 timePDN-9d43811b-9679-44ec-895d-6f08a57ba1f9
©2024 TalentAlly.
Powered by TalentAlly.
Apply for this job
Administrative Assistant
Ameriprise Financial
Mankato, MN
Oct 17, 2024
Your Information
First Name *
Last Name *
Email Address *
Zip Code *
Password *
Confirm Password *
Create your Profile from your Resume
By clicking the Apply button, you agree to the terms of use and privacy policy.
Continue to Apply

Ameriprise Financial would like you to finish the application on their website.