Administrative Assistant

Overview

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 potential by embracing an inclusive and collaborative culture. This position is with an Ameriprise Financial Franchise owner. The role supports a fast-paced financial planning office as an Administrative Assistant to an independent advisor with an Ameriprise Financial practice.

• Administrative Assistance:
  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; assist the financial advisors; perform other allowable duties as assigned by the financial advisor.
• Client Care:
  Greet clients upon arrival and extend hospitality; set up and maintain client management system; document client contacts/calls; track client special events and make appropriate contact per established client contact model.

• 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

• High school degree or higher
• This position is subject to fingerprinting and a background check

Full-Time/Part-Time:
Part 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.

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and River Source Insurance and Annuities.

Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.