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.

The Administrative Assistant position supports the many different tasks that tie directly to the overall success of the practice. The role allows the Advisor the assurance he/she needs to know that his/her Office/Practice is being maintained and supported within Ameriprise Financial guidelines as well as those outlined by the Advisor.

This position requires the ability to handle significant levels of varied stresses, in particular mental stresses and fatigues. This position operates in a fast paced, highly regulated and ever-changing environment. There are no significant physical demands other than the endurance required to deal with the fast pace and stresses.

• Greet clients
• Deposit & Log incoming checks/mail in to Ameriprise Mail Log
• Help with necessary copying, scanning and filing
• Assist in basic client service including, birthday cards and meeting confirmations
• Maintain files and records
• Update client data when instructed by Advisor
• Maintain office supplies and order more when needed
• Special projects as necessary
• Keep work methods and procedures up-to-date and compliant
• Plan and prioritize own work schedule
• Use to-do lists, calendars, computer software or other work/time management systems
• Assist with Online Client Experience set up and problem solving, as well as online set up for secure email
• Manage client experience and client touchpoints
• Assist with:
  Gifting, Client milestones, Events
• Assist in meeting preparations including pulling e-meeting & updating excel sheets.

For success in this role, an individual must be able to perform each primary responsibility at a basic level. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Two years’ related experience and/or training; or equivalent combination of education and experience.

• Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
• Able to write reports, business correspondence, and procedure manuals
• Able to effectively present information and respond to questions from managers, clients, customers, and the general public.
• Excellent written and verbal communication skills are essential and mandatory

• Able to use MS Excel, MS Word, Outlook, Adobe, Teams, accounting software, contact management systems, database software and other software tools as necessary

• Able to process Money Movement requests
• Able to prepare and understand a financial plan
• Able to navigate the Ameriprise Financial website and guide clients through the website

• It is essential that the Receptionist role has a high degree of integrity, honesty, commitment and trust. The financial health, image and goodwill of the company are highly influenced by the person holding this position.
• A successful Receptionist will have excellent inter and intrapersonal relationship skills, effective communication skills and the…