Administrative Assistant (entry level)
Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist in daily business operations allowing the advisor to focus on client acquisition and deepening client relationships.
Provide administrative support by scheduling meetings, preparing presentations, preparing client communications, tracking new business correspondence, coordinating/tracking projects and managing business-as-usual projects such as filing, copying, printing and organizing the logistics of client seminars.
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:
Administrative assistance
Prepare correspondence for advisor signature
Copy and track all client and practice materials including business correspondence
Copy and follow-up with home office on related issues
Schedule and prepare agendas and forms for client appointments
Conduct client appointment reminder calls and check-in calls on follow up items
Assist others in the practice
Client care
Greet and extend hospitality to clients and document client communications
Set up and maintain client management system and track client special events
Write notes or letters to clients and administer client appreciation tasks
Key traits of a successful Administrative Assistant:
Strong computer and phone skills
Effective communication with clients, advisors and staff
Efficient time management, organization, attention to detail, and multitasking skills
Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise Financial
Ability to support and provide guidance for compliance
Positive attitude and sincere willingness to continually learn and grow
Education and other designations:
High school degree or higher
This position will be an employee/contractor of an independent Franchise Advisor, not of Ameriprise Financial.
At Ameriprise Financial, were 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 youre 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
Apply Now
Provide administrative support by scheduling meetings, preparing presentations, preparing client communications, tracking new business correspondence, coordinating/tracking projects and managing business-as-usual projects such as filing, copying, printing and organizing the logistics of client seminars.
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:
Administrative assistance
Prepare correspondence for advisor signature
Copy and track all client and practice materials including business correspondence
Copy and follow-up with home office on related issues
Schedule and prepare agendas and forms for client appointments
Conduct client appointment reminder calls and check-in calls on follow up items
Assist others in the practice
Client care
Greet and extend hospitality to clients and document client communications
Set up and maintain client management system and track client special events
Write notes or letters to clients and administer client appreciation tasks
Key traits of a successful Administrative Assistant:
Strong computer and phone skills
Effective communication with clients, advisors and staff
Efficient time management, organization, attention to detail, and multitasking skills
Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise Financial
Ability to support and provide guidance for compliance
Positive attitude and sincere willingness to continually learn and grow
Education and other designations:
High school degree or higher
This position will be an employee/contractor of an independent Franchise Advisor, not of Ameriprise Financial.
At Ameriprise Financial, were 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 youre 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
Apply Now