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Admin Assistant
Ameriprise Financial
Leverett, MA, United States
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Job Description
Step into an instrumental role. 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 Private Wealth advisory practice of Ameriprise Financial. This role provides administrative support by scheduling meetings, managing client database, managing the phone system, greetings clients, creating a warm, friendly and welcome environment.
We are looking for someone who can not only perform administrative tasks, but also engage with clients as they arrive and wait for their meetings. We are a family owned practice and pride ourselves on being genuine, warm and attentive with our clients. Excellent conversational skills are a must. Our goal is to provide clients with a unique and consistently high-quality experience.
Responsibilities
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.
50%
Administrative assistance
• Schedule client appointments and manage dynamic calendars for all advisors
• Conduct client appointment reminder calls and check-in calls
• Maintain client relationship management system (CRM)
• Perform other allowable duties as assigned by the financial advisors
50%
Reception
• Greet clients upon arrival and extend hospitality to clients
• Answer all calls, forward calls, take phone messages, etc.
• Create a warm, inviting environment in the reception area
• Document client interactions
• Maintain the coffee and snack bar
Required Qualifications
• Must pass a federal background check
• Have at least 1 year of similar experience
• Have experience using Microsoft Office tools
• Prefer experience using a CRM and managing a schedule
• Prefer a bachelor’s degree but must have high school diploma
About Our Company
With the right company, life can be brilliant. At Ameriprise, we’re not just in the business of helping clients with their financial goals — we also help our advisors and employees reach their true potential. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.