Administrative Assistant/Receptionist

Help conduct the operation of a Forbes raked financial advisory practice with an independent franchisee of Ameriprise Financial. Assist in daily business operations allowing the advisors to focus on client acquisition and deepening client relationships.

Provide administrative support by scheduling meetings, preparing presentations, preparing client communications, tracking new business correspondence, coordinating/tracking projects and managing business-as-usual projects such as filing, copying, printing and organizing the logistics of client seminars.

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.

Position functions:

Administrative assistance

• Copy and track all client and practice materials including business correspondence
• Copy and follow-up with home office on related issues
• Schedule and prepare agendas and forms for client appointments
• Conduct client appointment reminder calls and check-in calls on follow up items
• Assist others in the practice

Client care

• Greet and extend hospitality to clients and document client communications
• Set up and maintain client management system and track client special events
• Write notes or letters to clients and administer client appreciation tasks

Key traits of a successful Administrative Assistant:

• Strong computer and phone skills
• Effective communication with clients, advisors and staff
• Efficient time management, organization, attention to detail, and multitasking skills
• Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise Financial
• Ability to support and provide guidance for compliance
• Positive attitude and sincere willingness to continually learn and grow

Education and other designations:

• Associates degree or higher

To apply, send your résumé and cover letter to jennifer.j.sylvia@ampf.com.

This position will be an employee of an independent Franchise Advisor, not of Ameriprise Financial.

Job Types: Full-time, Part-time

Pay: $17.00 - $22.00 per hour

Expected hours: 25 – 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Paid time off
• Retirement plan

Schedule:

• 4 hour shift
• 8 hour shift
• Monday to Friday
• No nights
• No weekends

Education:

• Associate (Required)

Experience:

• Customer service: 2 years (Required)

Ability to Commute:

• Springfield, IL 62704 (Required)

Ability to Relocate:

• Springfield, IL 62704: Relocate before starting work (Required)

Work Location: In person

Salary : $17 - $22