Administrative Assistant II - Investments

Requisition Number: ADMIN
014766

• Posted :
  August 31, 2026
• Full-Time
• On-site

Showing 1 location

Panama City, FL 32405, USA

The Administrative Assistant II - Investments supports the practice in ensuring tasks tied directly to the overall business plan are completed efficiently and effectively. This position supports advisors by completing tasks, managing inquiries, maintaining client accounts, coordinating business operations, and supporting client relationship activities while operating within Ameriprise Financial and company guidelines.

• 1. Work closely with assigned Financial Advisors and Program/Practice Manager to provide support.
• 2. Provide administrative support, maintain client account data, manage inquiries, and track referrals.
• 3. Schedule client meetings, seminars, webinars, conferences, and conference calls.
• 4. Maintain branch files, contracts, audit documentation, compliance records, and disclosures.
• 5. Manage and maintain client information ensuring data is current and accurate.
• 6. Coordinate communications including emails, letters, thank-you notes, text communications, and mail processing.
• 7. Ensure client calls and in-person visits are resolved accurately and efficiently.
• 8. Oversee office equipment maintenance and office supply ordering.
• 9. Assist with onboarding, account maintenance, transfers, and approved service activities.
• 10. Coordinate client events, seminars, community outreach activities, and volunteer efforts.
• 11. Support branch partner relationships and referral tracking activities.
• 12. Assist with approved website, social media, and marketing activities in accordance with compliance standards.
• 13. Coordinate vendor relationships and maintain gift and entertainment logs.
• 14. Process approved deposits, operational requests, and client service transactions.
• 15. Prepare expense reports and maintain administrative records.
• 16. Complete BSA/AML and all required compliance training.
• 17. Perform other duties as assigned.
• 18. The ability to work in a constant state of alertness and in a safe manner.

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 5 years related experience and/or training, or equivalent combination of education and experience.

Ability to read, analyze, and understand general business/company related articles and professional journals;
Ability to speak effectively before groups of customers or employees. Ability to read, analyze, and understand general business/company related articles and professional journals;
Ability to speak effectively before groups of customers or employees.

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Not indicated.

Securities Industry Essentials (SIE) Examination
FINRA Series 7 Registration
FINRA Series 63 Registration and FINRA Series 65 Registration, or the combined FINRA Series 66 Registration
Applicable State Life, Health, and Variable Insurance Licenses

Advanced:
Word Processing/Typing

Intermediate:
Accounting, Alphanumeric Data Entry, Contact Management, Database, Other, Presentation/Power Point

Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable.

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

High diversity, low physical. Work activities which allow for considerable amount of diversity as an…