Administrative Assistant

About the role

This position is with an Ameriprise Financial Franchise owner. It involves assisting in the smooth operation of a financial planning office, supporting an independent advisor's practice, and providing administrative support.

Responsibilities

• Copy and track all client and practice materials including business correspondence
• Schedule client appointments and prepare agendas/forms for appointments
• Conduct client appointment reminder calls and check-in calls on follow up items
• Affiliate with the financial advisors
• Perform other allowable duties as assigned by the financial advisor
• Greet clients upon arrival and extend hospitality to clients
• Set up and maintain client management system
• Document client contacts/calls
• Track client special events and make appropriate contact per established client contact model

Requirements

• High school degree or higher
• Strong organizational and computer skills
• 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 and Ameriprise
• Positive attitude and sincere willingness to constantly learn and grow

Qualifications

This position is subject to fingerprinting and a background check. Ameriprise Financial is an equal opportunity employer.