Job Overview
Employment Type
Hourly
Full-time
Compensation
Type:
Hourly
Rate:
Range $21.00 - $24.00
Work Schedule
Standard Hours
Benefits
Paid Time Off
Paid holidays
Health Insurance
Dental Insurance
Vision Insurance
401k
short-term disability insurance
long-term disability insurance
Job Description
Hagan and Associates is a well-established Ameriprise Field office that operates several Ameriprise Private Wealth Advisory Practices. The company is committed to helping clients achieve their financial goals through a service model that emphasizes integrity, care, and professionalism. As a trusted financial advisory network, Hagan and Associates stands out for its dedication to providing personalized wealth management strategies tailored to the unique financial needs of each client. The organization prides itself on creating a welcoming environment where clients feel valued and supported throughout their financial journey. Within this dynamic and client-focused setting, the office environment is built on collaboration, efficiency,... Show More
Job Requirements
- High school diploma or equivalent
- Prior experience in office administration or receptionist role preferred
- Strong communication skills both written and verbal
- Proficiency in Microsoft Office Suite including Outlook Word and Excel
- Highly organized with strong attention to detail
- Ability to handle sensitive information with discretion
- Ability to work full-time hours in a non-exempt role
Job Qualifications
- Prior office administration or receptionist experience preferred
- Strong communication skills both written and verbal
- Professional demeanor and client-service orientation
- Proficiency with Microsoft Office Suite including Outlook Word and Excel and ability to learn new software quickly
- Highly organized with strong attention to detail
- Ability to handle sensitive information with discretion
Job Duties
- Greet and welcome clients ensuring a professional and friendly experience
- Answer phones manage emails and provide administrative support to Client Service Assistants and advisors as needed
- Handle incoming and outgoing mail including scanning in checks and maintaining proper records
- Manage office supplies vendor relationships and keep the front office tidy and organized
- Perform light bookkeeping and record-keeping tasks
- Assist with scheduling filing and other administrative projects to support the team
- Proactively identify opportunities to improve office efficiency and client service
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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