What are the responsibilities and job description for the Administrative Assistant / Client Service Manager position at Ameriprise Financial Services, LLC?
Financial Office Assistant to Intellectual Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC
Summary:
As a Financial Office Assistant, you will be integral to our client services team, providing exceptional administrative support and ensuring smooth office operations. Your core skills in clerical tasks, customer service, and organizational abilities will be essential in managing communications and maintaining accurate records.
Typical Duties Include:
- Scheduling and confirming appointments
- Answering incoming phone calls
- Completing and processing applications
- Scanning, filing, and storing electronic documents
- Preparation of client meetings
- Preparation of summary letters
Hours
- Hours are Monday - Friday from 8:30 a.m. - 5:00 p.m. in office
Required Qualifications
- Excellent customer service skills
- Administrative experience
- Phone etiquette
- Organization
- Ability to multitask
- Ability to be proactive and operate with minimal supervision
- Effective and efficient time management
Additional Benefits
- Health insurance
- Retirement plan
Salary : $15 - $18
