Administrative Assistant

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.

Job Description

Position Description:

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.

Assist financial advisors in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.

Responsibilities:

• Create initial client profile, open accounts, process transfers.

• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts; interact with home office as needed.

• Perform other allowable duties as assigned by the financial advisors.

• Call clients or prospect to set up meetings or appointments

• Conduct transaction requests as requested by financial advisors

• Build and maintain close client relationships through phone calls, emails, birthday cards and holiday cards

This is not a virtual role. You'll be required to come into the office everyday

Desired qualities:

• 3 years client service experience preferably within the financial services industry

• Strong attention to detail and organization

• Ability to take the initiative, when necessary, have a proactive nature with the ability to operate with minimal supervision

• Effective communication with clients

• Positive attitude and sincere willingness to constantly learn and grow

• Effective and efficient time management

• Polite and clear phone manner

Base Pay Salary

The salary range will be $40k-60K/ year

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.