Step into an instrumental role. Help conduct the smooth operation of a fast-paced and friendly financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
This position completes tasks previously performed by the advisor and staff. 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 needs to know that his practice is being maintained and supported within Ameriprise Financial guidelines. This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, scanning, and/or organizing the logistics of a client events.
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
Position Functions:
80% Administrative Assistance
Answering phone calls for the practice and diverting as needed
Schedule and reschedule client appointments
Process incoming mail on the practice's designated days
Prepare agendas and forms for appointments
Copy and track all client and practice materials including business correspondence
Follow-up with home office on related issues
Conduct client appointment reminder calls and check-in calls on follow up items
Prepare correspondence for advisor signature
Assist the planning assistants, paraplanners, client service managers, and advisors
Perform other allowable duties as assigned by the financial advisors and staff
20% Client Care
Greet clients upon arrival and extend hospitality to clients
Set up and maintain client management system
Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation
Document client communication
Track client anniversaries and make appropriate contact per established client contact model service model
Assist with planning and attending client events for marketing
Key Traits of a Successful Administrative Assistant:
Strong organizational and computer skills
Direct attention to detail and organization
Effective communication with clients, advisors, and staff
Effective and efficient time management
Polite and clear phone manner
Proficient with Microsoft Office Applications
Ability to multi-task
Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
Ability to support and provide guidance for compliance within the advisor's practice
Positive attitude and sincere willingness to constantly learn and grow
Education:
- High school degree or higher
Job Type:
Pay:
- Salary starting at $45,000 per year with potential for quarterly performance-based incentives
Benefits:
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.
his 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