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
401(k) Plan
short-term disability insurance
long-term disability insurance
Job Description
Hagan and Associates is a well-established Ameriprise Field office that houses multiple Ameriprise Private Wealth Advisory Practices. Our team is deeply committed to guiding clients towards their financial goals with unwavering integrity, personalized care, and utmost professionalism. With a strong emphasis on client relationships and financial expertise, Hagan and Associates blends a heritage of trusted financial advising with modern strategies tailored to individual client needs. Our office environment supports a collaborative culture where client satisfaction and operational excellence are paramount. As a dedicated Ameriprise Field office, we take pride in delivering exceptional wealth management services, cultivating long-term client partnerships, and... Show More
Job Requirements
- High school diploma or equivalent
- Prior experience in office administration or receptionist role preferred
- Strong verbal and written communication skills
- Proficient in Microsoft Office Suite
- Ability to multitask and manage time effectively
- Detail oriented and highly organized
- Ability to maintain confidentiality and handle sensitive information
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 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
We didn't receive the exact location for this job posting,
please contact the employer.
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