Help conduct the smooth operation of a fast-paced-and friendly-financial planning office on a part-time basis (29 hours per week).

This position completes tasks previously performed by the advisors, allowing them to focus more time and energy on client acquisition and deepening client relationships. The administrative assistant supports the many different tasks for which each practice is responsible and ties directly to the overall business plan of each practice.

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, researching printer problems, and/or organizing the logistics of a client seminar. Responsibilities may change over time to meet the needs of each practice and can include other duties as assigned by the advisors.

Time Allocation:
Monday - Thursday: 9:00am - 3:00pm
Friday: 9:00am - 2:00pm

Responsibilities

Position Functions:

• Administrative assistance:
• Schedule client appointments and prepare agendas s for appointments
• Conduct client appointment reminder calls and check-in calls on follow up items
• Prepare correspondence for advisor signature
• Copy and track client and practice materials including business correspondence
• Copy and follow-up with home office on related issues
• Ensure the office is presentable and functional
• Order supplies
• Perform other allowable duties as assigned by the financial advisors

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 contacts/calls
• Track client special events and make appropriate contact per established client contact model

Key Traits of a Successful Administrative Assistant:

• 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
• Ability to support and provide guidance for compliance within the advisor's practice
• Positive attitude and sincere willingness to constantly learn and grow

Required Qualifications

• High school degree or higher
• Preferably notary of the public and/or proficient at using QuickBooks

About Our Company

With the right company, life can Be Brilliant??. 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 and we can Be Brilliant?? together.

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.