Job Description
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
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 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 with Marketing Manager.
32 hrs./week.
Benefits Include:
Healthcare
401(k)
Optional disability coverage and dental insurance
Hours:
M-F 8:30 – 3:00
Responsibilities
Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Responsibilities
Position Functions:
90% Business Management
- Prepare correspondence for advisor signature
- Copy and track all client and practice materials including business correspondence
- Copy and follow-up with home office on related issues
- Schedule client appointments and prepare agendas s for appointments
- Conduct client appointment reminder calls and check-in calls on follow-up items
- Assist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s)
- Maintain office supplies and daily light cleaning
- Greet clients upon arrival and extend hospitality to clients
- Set up and maintain client management system
- Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation
- Document client contacts/calls
- Track client special events and make appropriate contact per established client contact model
- Strong organizational and computer skills
- Direct attention to detail and organization
- Effective communication with clients and other advisors/staff
- Effective and efficient time management
- Polite and clear phone manner
- Ability to multi-task
- Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
- Ability to support and provide guidance for compliance within the advisor’s practice.
- Positive attitude and sincere willingness to constantly learn and grow.
Required Qualifications
College degree or higher
Experience in working in a small office environment
About Our Company
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.
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.
Industry
Partner ID
Tier
For more than 125 years, Ameriprise has remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you’ve earned and committed to helping you. Ameriprise is a company with integrity. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
Ameriprise Financial is a FORTUNE 500® company that combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.
From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.
We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
Diversity at Ameriprise
Diversity is reflected in everything that drives our success – from our people, corporate values and business strategy to our culture and history of giving back to our communities where we live and work.
Our business is built one relationship at a time. We need a wide variety of employees to build relationships with our changing client base to stay competitive. This variety of experiences, opinions and lifestyles enhances our organization and helps us better understand each other and our clients. We embrace diversity at the highest levels of leadership:
- We invest in our employees and strive to maximize the diverse experience on our teams to drive innovation, build talent and strengthen our client relationships.
- We empower and encourage employees to grow and develop.
- We welcome all employees to contribute ideas and add value to our strategies.
- We volunteer time and contribute resources to organizations and people in need.
- Our grant-making efforts are focused where we can best leverage our resources, meet needs in the community and match the interests of our employees.
Consumers, clients and employees can see that we're sensitive to their needs, accept and understand their perspectives, and value and support them and their communities.
Thrive in a respectful, supportive environment
We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
Awards Gender and Diversity - Bloomberg Gender-Equality Index
Ameriprise is honored to be included in the Bloomberg Gender-Equality Index for the second year in a row. The 2021 GEI includes 380 companies across 50 industries headquartered in 44 countries and regions around the world committed to a more equal and inclusive workplace.