Administrative Assistant

Job description

Job DescriptionAdministrative Assistant position with an Ameriprise Financial Services practice in Orlando, FLResponsibilitiesAdministrative responsibilities:Prepare and track client and practice materials including business correspondenceWork with the home office to ensure accurate account setup and resolve issuesAssist the advisor in ensuring proper workflow for client contactCoordinate marketing events for the practiceSchedule client appointments and prepare agendas and forms for appointmentsConduct client appointment reminder calls and check-in calls on follow up itemsPerform other allowable duties as assigned by the financial advisorMaintain files and records in accordance with the records retention policyClient care:Greet clients upon arrival and extend hospitality to clientsMaintain client management (CRM) systemDocument client contacts/callsTrack client special events and make appropriate contact per established client contact modelRequired QualificationsKey Traits of a Successful Administrative Assistant:Demonstrate exceptional computer skills, Salesforce experience very desirableDirect attention to detail, accuracy desirableStrong organizational skills and efficient time managementEffective communication with clients and other staffPolite and clear phone mannerAbility to multi-taskAbility to adhere to rules and regulations as stated and required by advisor and FINRAAbility to support and provide guidance for compliance within the advisor's practicePositive attitude and sincere willingness to constantly learn and growAbout 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.