Administrative Assistant for Financial Planner

Redwood Falls MN

Full-Time in office

Work as an employee of an independent advisor franchise with a financial advisory practice of Ameriprise Financial. We specialize in financial and retirement planning, investment management, tax planning, and estate planning. Our team is committed to delivering personalized and professional services to help our clients achieve their financial goals. We are seeking a highly organized and detail-oriented Administrative Assistant to support our financial planner and ensure the smooth operation of our office. The ideal candidate will possess excellent communication skills, a proactive attitude, and the ability to manage multiple tasks efficiently. This role is critical in providing administrative support, coordinating client communications, and maintaining accurate records.

Responsibilities include:

- Assist the financial planner with daily administrative tasks, including scheduling appointments,

managing calendars, and preparing meeting materials.

- Serve as the primary point of contact for clients, handling inquiries, scheduling meetings, and following

up on client requests.

- Prepare and process client paperwork, including account applications, financial statements, and

compliance documents.

- Maintain client files and records in a highly organized and confidential manner, ensuring compliance

with industry regulations.

- Manage correspondence, including drafting emails, letters, and reports as needed.

- Conduct basic research and data gathering for client reports and presentations.

- Assist with office management tasks, such as ordering supplies, maintaining office equipment, and

managing vendor relationships.

- Collaborate with team members to ensure a high level of client service and satisfaction.

- Perform other administrative duties as assigned to support the financial planner and office operations.

Qualifications:

- High school diploma or equivalent

- Experience in an administrative or office support role, preferably in a professional

services environment. (Preferred)

- Strong organizational and multitasking skills with keen attention to detail.

- Excellent verbal and written communication skills.

- Proficiency in Microsoft Office Suite (Word, Outlook,) and familiarity with CRM

systems.

- Ability to handle sensitive and confidential information with discretion.

- Proactive, self-motivated, and able to work independently and as part of a team.

- Strong customer service orientation with a professional and friendly demeanor.

- Knowledge of financial planning concepts or experience in the financial industry is a plus.

Benefits:

- Competitive pay scale based on experience

- Health, dental, and vision insurance.

- Retirement plan with company match.

- Paid time off and holidays.

- Professional development opportunities.

- Supportive and collaborative work environment.

How to Apply:

Interested candidates should submit their resume and a cover letter outlining their qualifications and experience to keith.j.mccarney@ampf.com with the subject line "Administrative Assistant Application - [Your Name]."

Job Type: Full-time

Pay: $19.25 - $20.04 per hour

Work Location: In person