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)
short-term disability insurance
long-term disability insurance
Job Description
Hagan and Associates is a well-established Ameriprise Field office that brings together multiple Ameriprise Private Wealth Advisory Practices. The firm is committed to helping clients achieve their financial goals with integrity, care, and professionalism. Known for its client-focused approach, Hagan and Associates emphasizes providing personalized financial advice and solutions tailored to each client’s unique needs. The company fosters a supportive and professional environment where employees have the opportunity to grow and develop in their careers. Hagan and Associates operates within the finance and wealth management industry, serving a diverse clientele with a commitment to high ethical standards and exceptional service.Show More
Job Requirements
- High school diploma or equivalent
- prior experience in office administration or receptionist role preferred
- excellent communication skills both written and verbal
- proficiency in Microsoft Office Suite including Outlook Word Excel
- strong organizational skills and attention to detail
- ability to handle confidential information with discretion
- ability to multitask and manage time effectively
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
- 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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