Job Overview
Employment Type
Full-time
Work Schedule
Standard Hours
Benefits
Health Insurance
Paid Time Off
Professional development opportunities
inclusive work environment
retirement savings plan
Job Description
Ameriprise Financial is a leading financial services company dedicated to helping clients achieve their financial goals through personalized planning and investment solutions. Established as a trusted name in the financial industry, Ameriprise Financial prides itself on fostering an inclusive and collaborative culture that empowers not only its clients but also its advisors and employees. The company emphasizes celebrating the unique qualities and rewarding the contributions of its talented and passionate workforce. With a strong ethical foundation and commitment to community, Ameriprise Financial offers a supportive environment conducive to professional growth and development. This position is with an Ameriprise Financial Franchise owner, providing a dynamic workplace environment in a fast-paced and friendly financial planning office.
The role of Administrative Assistant at Ameriprise Financial is instrumental in ensuring the smooth operation of the office. This full-time position supports various tasks integral to the practice’s business plan and daily activities. Responsibilities include preparing presentations, acting as a back-up for scheduling when the primary scheduler is unavailable, and managing client communications alongside new business correspondence. The Administrative Assistant works closely with a team of three advisors, handling all scheduling duties, answering phones, and documenting client interactions. Additional duties involve tracking client and practice materials, preparing meeting agendas, sending communications such as agendas and handwritten notes, uploading advisor notes, and assigning tasks accordingly. The role also encompasses greeting clients upon arrival, managing mail, and monitoring communications through platforms like Hersay for owners and clients.
Successful candidates demonstrate superior organizational and computer skills, attention to detail, effective communication abilities, and efficient time management. They maintain a polite and positive attitude, show a genuine willingness to learn and grow, and possess the ability to multitask effectively. The position is critical to the overall success of the office and contributes significantly to achieving the practice's operational goals. By joining Ameriprise Financial, employees align themselves with a company committed to ethical business practices, continuous improvement, and community engagement, making it an ideal workplace for motivated individuals seeking long-term career opportunities.
The role of Administrative Assistant at Ameriprise Financial is instrumental in ensuring the smooth operation of the office. This full-time position supports various tasks integral to the practice’s business plan and daily activities. Responsibilities include preparing presentations, acting as a back-up for scheduling when the primary scheduler is unavailable, and managing client communications alongside new business correspondence. The Administrative Assistant works closely with a team of three advisors, handling all scheduling duties, answering phones, and documenting client interactions. Additional duties involve tracking client and practice materials, preparing meeting agendas, sending communications such as agendas and handwritten notes, uploading advisor notes, and assigning tasks accordingly. The role also encompasses greeting clients upon arrival, managing mail, and monitoring communications through platforms like Hersay for owners and clients.
Successful candidates demonstrate superior organizational and computer skills, attention to detail, effective communication abilities, and efficient time management. They maintain a polite and positive attitude, show a genuine willingness to learn and grow, and possess the ability to multitask effectively. The position is critical to the overall success of the office and contributes significantly to achieving the practice's operational goals. By joining Ameriprise Financial, employees align themselves with a company committed to ethical business practices, continuous improvement, and community engagement, making it an ideal workplace for motivated individuals seeking long-term career opportunities.
Job Requirements
- bachelor's degree in marketing or related field
- 1-2 years of relevant experience in a marketing role
Job Qualifications
- bachelor's degree in marketing or related field
- 1-2 years of relevant experience in a marketing role
- experience with social media management and content creation
- knowledge of SEO and digital marketing best practices
Job Duties
- prepare correspondence for advisor signature
- handle all scheduling for three advisor team
- answer phones and document client calls
- track all client and practice materials
- prepare meeting agendas
- send agendas and handwritten notes to OFM
- upload advisor notes and assign tasks accordingly
- perform other allowable duties as assigned
- greet clients upon arrival
- text monitoring Hersay for owner and clients
- responsible for mail incoming and outgoing
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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