Job description

Administrative Assistant
Position Purpose/Description
First, to ensure the client service model is being maintained through the scheduling of client appointments. Second, to receive clients when they come in or call.

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.

This position completes tasks which allow the advisor to focus more time and energy on client acquisition and deepening client relationships. The administration assistant supports the many different tasks for which the team is responsible and ties directly to the overall business plan of the practice.

This role provides client relationship and general practice management support through gathering client data, helping prepare other client deliverables and touch points such as greeting cards, organizing client files, setting up new business and performing other business management tasks as needed.
Client Maintenance

• Assist in scheduling all client or prospect meetings
• Contact clients or prospects to confirm or schedule follow-up appointments, gather any additional information needed

Business Management

• Plan and prioritize own work schedule as well as the advisors
• Use to-do lists, calendars, computer software or other work/time management systems
• Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor

Administrative Assistance

• Assist Financial Planning Specialists and AFAs, as well as advisors
• Order supplies for the office
• Direct incoming client telephone calls

Client Care

• Greet clients upon arrival and extend hospitality to clients
• Maintain client management system
• Track client special events and make appropriate contact per established client contact model

Key Traits of a Successful Administrative Assistant

• Strong organizational and computer skills
• Direct attention to detail and organization
• Effective communication with clients and other advisors/staff
• Effective and efficient time management
• Polite and clear phone manner
• Ability to multi-task
• Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise/FINRA compliance
• Ability to support and provide guidance for compliance within the advisor’s practice
• Positive attitude and sincere willingness to constantly learn and grow

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: One location

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