Administrative Assistant

Company/Employer
Vasso & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC.
Company Description
At Vasso & Associates, we work as a team to help our clients clarify and define their personal financial goals and then develop a comprehensive game plan to help them reach those objectives. We are ethically committed to providing our clients with thoughtful, objective, expert guidance and personalized service to enable them to establish and maintain control over their financial lives.
We educate, inform and empower clients by delivering the most accurate and timely financial information available and provide the highest quality of products and services. We also help co-ordinate with other professionals including attorneys, accountants, bankers and insurance agents.
Whether a client is planning for their retirement, their children’s college or maximizing the potential of their businesses, having a solid game plan - in the form of a written financial plan - is a key prerequisite to effective and efficient financial management.

Job Description

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.

This position completes tasks previously performed by the advisor, allowing the advisors within the practice to focus more time and energy on client acquisition and deepening client relationships. This role supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. This position 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 preparing client communications, sending account applications/forms, and fields incoming calls from clients &/or prospects. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, ordering office supplies, and/or organizing the logistics of client appreciation events. This role may also be responsible for basic marketing endeavors such as company website updates, basic search engine optimization, charitable events, and/or recognizing client life events (retirement, birth of a child, etc.).

Responsibilities may and can change to meet the needs of the practice and can include other duties as assigned by the advisors.

Job Responsibilities

80% Administrative assistance

• Prepare correspondence for advisor signature

• Prepare applications for client signature (new accounts &/or existing account servicing)

• Work with home office to ensure accurate account setup and resolve issues

• Conduct client appointment reminder calls and check-in calls on follow up items

• Copy and track all client and practice materials including business correspondence

• Maintain files and records in accordance with the records retention policy

• Perform other allowable duties as assigned by the financial advisor(s)

20% Client care

• Answer incoming calls from clients &/or prospects and route to the appropriate team member

• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

• 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

Other Job Requirements

• Strong organization and computer skills

• Advanced proficiency in Microsoft Office & Windows 10

• Direct attention to detail and organization

• Effective communication with clients and other advisors/staff

• Effective and efficient time management

• Polite and clear phone manner

• Strong ability to work in a fast-paced environment

• Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise

• Ability to support and provide guidance for compliance within the advisor’s practice

Qualifications / Experience

• Business Degree/Business Major, Finance preferred

• Minimum 3 Years Business Experience

Salary

• To be determined based upon experience and qualifications.

Full-Time Benefits

• Retirement Plan: Simple Retirement Account with employer match up to 3% (immediate 100% vesting).

• Group Health Insurance.

• Group Life Insurance and Disability benefits.

• Paid time off (PTO): 13 days plus 6 major observed Holidays.

• Bonus Potential: Up to 20%. Based upon combination of job performance review and branch reaching annual goals. Bonus will be reviewed annually.

• Professional development reimbursement program.

Additional information

• Position requires a full background check with fingerprinting.

Work Schedule

• Hours of operation are Monday-Friday, 8:00am-5:00pm.

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.
This position is with an Ameriprise Financial Franchise owner.

Full time