This job has expired, please see additional jobs below
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 fast-paced—and friendly—financial planning office. Work as an
employee of an independent advisor within a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
This position completes tasks previously performed by the advisor, allowing the advisor to focus more time and energy on client acquisition and deepening client relationships. The administrative assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The administrative assistant allows the advisor the assurance they need to know that their practice is being maintained and supported within Ameriprise Financial guidelines.
This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, researching printer problems, and/or organizing the logistics of a client seminar.
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.
• Prepare correspondence for advisor signature
• Copy and track all client and practice materials including business correspondence
• Copy and follow-up with home office on related issues
• Schedule client appointments and prepare agendas/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
• Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings
• Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice
• Perform other allowable duties as assigned by the financial advisor
• Set up and maintain client management system
• Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation
• Document client contacts/calls
• Coordinate client appreciation events and seminars
• Track client special events and make appropriate contact per established client contact model
Required Qualifications
Key Traits of a Successful Administrative Assistant:
• Strong organizational and computer skills
• Direct attention to detail and organization
• Effective communication with clients and other advisors/staff
• Effective and efficient time management
• Polite and clear phone manner
• Ability to multi-task
• Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
• Ability to support and provide guidance for compliance within the advisor’s practice
• Positive attitude and sincere willingness to constantly learn and grow
Education and Other Designations:
• High school degree or higher
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.