Administrative Assistant

Position Description:

Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. 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:

50% Administrative

• Schedule client appointments and prepare agendas and forms for appointments
• Conduct client appointment reminder calls and check-in calls on follow up items
• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
• Tracking spreadsheets and other client related items
• Perform other allowable duties as assigned by the financial advisors

50% Client Care

• Greet clients upon arrival
• Scanning and sorting of client documents
• Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation tasks
• Document client contact/calls

Key Traits of a Successful Planning Assistant

• Direct attention to detail and organization
• Effective communication with clients and other advisors/staff
• Effective and efficient time management
• Polite and clear phone manner
• Proficient in Microsoft Excel
• Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
• Positive attitude and sincere willingness to constantly learn and grow

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Education:

• Bachelor's (Preferred)

Work Location: In person

Salary : $18 - $20