Administrative Assistant

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.Responsibilities Reception o Receiving clients in the office o Answering and routing high volume incoming phone calls o First response and routing high volume incoming emails o Maintaining presentation and aesthetic of the office Scheduling o Proactively scheduling clients and vendors o Tools include Outlook and Salesforce Marketing o Tools used include GoSocial and HearSay, platforms used include Facebook and LinkedIn o Loading pre-created content on a constant basis, and helping with original content regularly o Event planning, execution, and follow up Clerical and Admin o Records maintenance o Support other team members and projects o Light researchRequired QualificationsIdeal Candidate: Exceptionally friendly and professional personality Detail oriented, highly organized, and highly compliant Able to follow a process, but also has an eye for improving the process Experience working in customer serviceCompensation: Initial position will be hourly May transition into a full-time salaried position Initial payrate $15.00 -$20.00 per hour, based on experience 3-month probationary period About 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.