Administrative Assistant

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Job description

Job DescriptionStep into an instrumental role. Help conduct the smooth operation of a fast-pacedand friendlyfinancial planning office. Work as an employee of an independent advisor franchisee with 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 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, 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.ResponsibilitiesResponsibilities and Time Allocation Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.Responsibilities90% Administrative assistancePrepare correspondence for advisor signatureCopy and track all client and practice materials including business correspondenceCopy and follow-up with home office on related issuesSchedule client appointments and prepare agendas/ forms for appointmentsConduct client appointment reminder calls and check-in calls on follow up itemsAssist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s)Perform other allowable duties as assigned by the financial advisor(s)10% Client careGreet clients upon arrival and extend hospitality to clientsSet up and maintain client management systemWrite notes or letters to clients on personal letterhead of administrative nature only and administer client appreciationDocument client contacts/callsTrack client special events and make appropriate contact per established client contact modelRequired QualificationsKey Traits of a Successful Administrative Assistant:Strong organizational and computer skillsDirect attention to detail and organizationEffective communication with clients and other advisors/staffEffective and efficient time managementPolite and clear phone mannerAbility to multi-taskAbility to adhere to rules and regulations as stated and required by advisor and AmeripriseAbility to support and provide guidance for compliance within the advisor's practicePositive attitude and sincere willingness to constantly learn and growEducation and Other Designations:High school degree or higherAbout Our CompanyWith the right company, life can Be Brilliant. 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 and we can Be Brilliant together.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.