Administrative Assistant

Job Overview
Alta Advisors is an independent financial advisory practice of Ameriprise Financial Services, LLC. At Alta Advisors, our success is strongly influenced by our client relationships and ability to provide fast, accurate service. This role is instrumental in helping us to maintain an efficient office and to achieve our goals. The ideal candidate should be able to work in a fast-pace, friendly office environment and have strong communication skills. By taking on this role, you’ll give the Advisors peace of mind knowing that their practice is being maintained and supported within the Ameriprise Financial guidelines, allowing them to focus on achieving our clients’ financial goals.

The ideal candidate will:

· Have strong attention to detail

· Be able to communicate in a clear and concise manner

· Have strong organizational skills

· Be able to multi-task in a fast-paced environment

· Excellent interpersonal and problem-solving

· Have a positive attitude and sincere willingness to constantly learn and grow

Duties
· Answer wholesaler/client calls or emails and direct them to the appropriate source

· Maintain office inventory and order supplies each month

· Submit/track invoices for agreed upon payments

· Ensure company guidelines and compliance required activities are completed within appropriate timeframe

· Maintain client service model and complete audits to verify accurate information

· Schedule planned and ad hoc client meetings

· Prepare agendas, forms, and other required documents for client meetings

· Conduct check in calls to clients

· Other duties as required

Required Qualifications:

· High school degree or higher

Preferred Qualifications:

· 1 years in a customer service role

· Experience working in an office environment

· Bachelor/Associate Degree

Benefits:

· Retirement benefits

· Medical/Dental/Vision insurance (50% employer paid)

· Paid time off (vacation & sick)

· Paid holidays (all major and bank holidays)

· Opportunities for growth

Job Type: Full-time

Pay: $20.00 - $22.00 per hour

Schedule:

• 8 hour shift

Experience:

• Customer service: 1 year (Preferred)

Ability to Commute:

• Sandy, UT 84093 (Required)

Ability to Relocate:

• Sandy, UT 84093: Relocate before starting work (Required)

Work Location: In person

Salary : $20 - $22