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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
You will join a small group of financial advisors and staff dedicated to improving the financial lives of clients. The
initial role is heavily focused on scheduling and helping prepare meeting materials, however, where you take the
role is up to you. This is absolutely opportunity to build a career with the financial services industry. Our office is a
friendly and unique environment where we aim to make our employees feel like they are part of something bigger.
Responsibilities
• Be Happy! You will be answering incoming client calls. Be happy and polite. Our clients can hear you
smiling.
• Keep Busy! Reach out to clients and schedule meetings. Give our advisors something to do during the
day.
• Help Clients! You will be the first voice of reason they hear when calling our office with their concerns.
Actively resolve client concerns and act on client requests in an accurate and timely manner.
• Get things together! Client meetings take a lot of prep work and a lot of planning. Print, prepare and
make sure all reports are spiffy and ready for client’s eyes.
• Be Organized! Organization is the key to success in this role. You’ll need to be organized to keep track of
upcoming tasks, meetings and necessary client follow-up.
• Be a professional! While we have created a fun and friendly environment to work we take our work
serious and always strive to deliver a professional experience at every client interaction.
• A true team player! We want someone to join our team who wants to help build our practice and achieve
our goals. As part of our team your voice will be heard, your opinions will matter and you will be able to
shape your work-life.
Required Qualifications
• Be Happy
• Keep Busy!
• Help Clients!
• Get things together!
• Be Organized!
• Be a professional!
• A true team player!
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.