What are the responsibilities and job description for the Administrative Assistant position at Denise Palmer Private Wealth Advisor Franchise...?
About Us: Our award-winning wealth advisory office is looking for an energetic, detail-oriented professional to join our friendly, fast-paced financial planning team. We offer long-term growth and career opportunities in a strengths-based environment where you can apply your best skills in service to others.
Position Overview: As an Administrative Assistant & Client Relations Specialist, you will work as an employee of an independent advisor franchisee with a private wealth advisory practice of Ameriprise Financial. This role combines professional administrative support with front-office reception duties to ensure smooth daily operations and exceptional client service.
Key Responsibilities:
- Front Office Reception
- Warmly greet clients and visitors
- Answer and direct phone calls professionally
- Process incoming mail
- Manage appointment confirmations and follow-up calls
- Client Care & Operations
- Provide exceptional client relationship management
- Handle meeting preparation and follow-up
- Maintain organized record retention and filing systems
- Perform accurate data entry
- Track and manage multiple projects
- Support marketing initiatives
- Ensure compliance with regulatory requirements
- Respond to ad hoc requests as needed
Required Qualifications:
- Minimum two years of office experience in a professional setting
- Strong computer skills and technical aptitude
- Excellent written and verbal communication abilities
- Superior organizational skills with strong attention to detail
- Professional phone manner and client service orientation
Ideal Candidate Profile:
- Energetic and positive team player
- Outstanding interpersonal skills
- Proven ability to manage multiple projects simultaneously
- Strong prioritization skills with consistent deadline achievement
- Self-motivated with ability to work independently
- Community involvement is a plus
What Sets You Apart: Experience in the financial industry is not required - we will provide comprehensive training for the right candidate who demonstrates the above qualities and capabilities.
Visit our website: www.ameripriseadvisors.com/denise.a.palmer
We are an equal opportunity employer and highly value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Job Type: Full-time
Pay: $20.00 - $22.00 per hour
Expected hours: 40.00 per week
Benefits:
- Paid time off
- Professional development assistance
Schedule:
- Monday to Friday
Work Location: In person
Salary : $20 - $22