Administrative assistant

At Ameriprise Financial, 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 by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description Step into an instrumental role by assisting with the daily operations of a fast-paced holistic financial planning practice.

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 he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines.

This role provides administrative support by scheduling meetings as needed, fielding incoming client phone calls, insuring office entry and lobby are clean and professional, logging incoming mail for the practice, greeting and interacting with clients as they arrive.

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:

Prepare correspondence for advisor signature when needed

Complete incoming and outgoing mail along with compliance requirements

Complete application to be a Notary Public, after start date Daily office up-keep/cleaning

Answer incoming and outgoing calls and transferring to the appropriate party

Assist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s)
Greet clients upon arrival and extend hospitality to clients

Faxing/scanning/uploading/tasking items as needed

Document client contacts/calls/messages and schedule as needed

Maintain office supplies

Key Traits of a Successful Administrative Assistant Strong organizational and computer skills

Professional in appearance

Direct attention to detail and organization

Effective communication with clients and other advisors/staff

Effective and efficient time management

Polite and clear phone manners

Ability to multi-task Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial 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:

Experience in working in a small office environment

Base Pay Salary The salary will be 40-50k/ year

Full-Time/Part-Time Full time Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.