Our success is based on relationships established and strengthened by talented people like you.
Ameriprise Financial is a longstanding leader in financial planning and advice with a holistic approach that fosters lasting personal relationships and helps people feel confident about their financial future. When you join Ascent Financial Partners, you'll find unparalleled culture, support, and opportunities to make a difference in clients' lives.
Take the first step in joining our team of talented professionals by applying for the position below.
Administrative Assistant
Help conduct the operation of a financial advisory practice with an independent franchise of Ameriprise Financial. Assist in daily business operations allowing our team to focus on continuing to provide exceptional client service and advice to our clients.
Provide administrative support by scheduling meetings, preparing presentations, preparing client communications, tracking new business correspondence, coordinating/tracking projects, and managing business-as-usual tasks such as filing, copying, printing, and handling office mail.
Responsibilities and time allocation will change over time to meet the practice's needs and can include other duties as assigned by the team.
Position functions:
Administrative assistance
Answer multiple phone lines and direct callers so appropriate team members
Tracking all incoming mail and following firm compliance procedures
Prepare correspondences to clients
Scan documents to client files and submit forms
Deposit and code client's checks into appropriate accounts
Track financial planning fees and renewals
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
Set and maintain office atmosphere (cleanliness, magazines, coffee, garbage, office) including inventory of office supplies
Assist others in the practice as needed on other office projects
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 - embracing technology for efficiency
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 the team and Ameriprise Financial
Ability to support and provide guidance for compliance
Positive attitude and sincere willingness to continually learn, grow, and be collaborative
Education and experience:
High school degree required
1 -2 years of experience with customer service preferred
1 -2 years of experience providing administrative support preferably in the finance industry
Benefits:
Attractive retirement plan
Health, disability and dental insurance
Paid time off
Holiday pay
Compensation:
$20 - $25 an hour
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
