Administrative Assistant

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Job description

Job Description

Administrative Assistant position with an Ameriprise Financial Services practice in Orlando, FL

Responsibilities

Administrative responsibilities:

• Prepare and track client and practice materials including business correspondence
• Work with the home office to ensure accurate account setup and resolve issues
• Assist the advisor in ensuring proper workflow for client contact
• Coordinate marketing events for the practice
• Schedule client appointments and prepare agendas and forms for appointments
• Conduct client appointment reminder calls and check-in calls on follow up items
• Perform other allowable duties as assigned by the financial advisor
• Maintain files and records in accordance with the records retention policy

Client care:

• Greet clients upon arrival and extend hospitality to clients
• Maintain client management (CRM) system
• Document client contacts/calls
• Track client special events and make appropriate contact per established client contact model

Required Qualifications

Key Traits of a Successful Administrative Assistant:

• Demonstrate exceptional computer skills, Salesforce experience very desirable
• Direct attention to detail, accuracy desirable
• Strong organizational skills and efficient time management
• Effective communication with clients and other staff
• Polite and clear phone manner
• Ability to multi-task
• Ability to adhere to rules and regulations as stated and required by advisor and FINRA
• Ability to support and provide guidance for compliance within the advisor's practice
• Positive attitude and sincere willingness to constantly learn and grow

About Our Company

With 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.