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Admin Assistant
Ameriprise Financial
Leverett, MA, United States
Job Details - this job has expired, please see similar jobs below
Job Description
Step into an instrumental role. Help conduct the smooth operation of a growing, fast-paced and friendly financial planning office.
Assist a team of financial advisors in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethic and legal and regulatory requirements when dealing with others and/or performing wok activates.
This role provides client relationship support by interacting directly with clients to ensure accurate processing of requests and by acting as a liaison to answer questions. The roll will also perform other practice management tasks as relating to client service as needed. Responds to ad hoc requests, coordinates and tracks projects and manages business-as-usual projects such as organizing client seminars and events.
Responsibilities
Business Management (50%):
• Prepare correspondence for advisor signature
• Work with home office to ensure accurate account set up and resolve issues as they arise.
• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
• Perform other allowable duties as assigned by the financial advisors
• Maintain files and records in accordance with the records retention policy
• Perform other allowable duties as assigned
Client Care (50%):
• Greet clients upon arrival
• Set up and maintain client management system
• Set up and maintain client appreciation programs
• Call clients or prospects to set up meeting or appointments
• Conduct client appointment reminder calls and check-in calls on follow up items
• Write notes or letters to clients of administrative nature
• Document client contact/calls
Required Qualifications
Key Traits
• Direct attention to detail and organization
• Effective communication with clients, advisors, and home office
• Effective and efficient time management
• Polite and clear phone manner
• Ability to adhere to rules and regulations as stated and required by the organization
• Ability to support and provide guidance for compliance within the advisors practice
• Positive attitude and sincere willingness to constantly learn and grow.
Education and Other Designations
• College Degree or higher
• 2+ years of similar experience
• Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses