Administrative Assistant

Achieve your dreams and help clients realize theirs with a career at Ascent Financial Partners, an independent financial advisory practice of Ameriprise Financial Services, LLC.
Our success is based on relationships established and strengthened by talented people like you.
Ameriprise Financial is a longstanding leader in financial planning and advice with a holistic approach that fosters lasting personal relationships and helps people feel confident about their financial future. When you join Ascent Financial Partners, you’ll find unparalleled culture, support, and opportunities to make a difference in clients’ lives.
Take the first step in joining our team of talented professionals by applying for the position below.

Administrative Assistant

• Help conduct the operation of a financial advisory practice with an independent franchise of Ameriprise Financial. Assist in daily business operations allowing our team to focus on continuing to provide exceptional client service and advice to our clients.

• Provide administrative support by scheduling meetings, preparing presentations, preparing client communications, tracking new business correspondence, coordinating/tracking projects, and managing business-as-usual tasks such as filing, copying, printing, and handling office mail.

• Responsibilities and time allocation will change over time to meet the practice's needs and can include other duties as assigned by the team.

Position functions:

Administrative assistance

• Answer multiple phone lines and direct callers so appropriate team members

• Tracking all incoming mail and following firm compliance procedures

• Prepare correspondences to clients

• Scan documents to client files and submit forms

• Deposit and code client’s checks into appropriate accounts

• Track financial planning fees and renewals

• Copy and follow-up with home office on related issues

• Schedule and prepare agendas and forms for client appointments

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

• Set and maintain office atmosphere (cleanliness, magazines, coffee, garbage, office) including inventory of office supplies

• Assist others in the practice as needed on other office projects

Client care

• Greet and extend hospitality to clients and document client communications

• Set up and maintain client management system and track client special events

• Write notes or letters to clients and administer client appreciation tasks

Key traits of a successful Administrative Assistant:

• Strong computer and phone skills – embracing technology for efficiency

• Effective communication with clients, advisors, and staff

• Efficient time management, organization, attention to detail, and multitasking skills

• Ability to adhere to rules and regulations as stated and required by the team and Ameriprise Financial

• Ability to support and provide guidance for compliance

• Positive attitude and sincere willingness to continually learn, grow, and be collaborative

Education and experience:

• High school degree required

• 1 -2 years of experience with customer service preferred

• 1 -2 years of experience providing administrative support preferably in the finance industry

Benefits:

• Attractive retirement plan

• Health, disability and dental insurance

• Paid time off

• Holiday pay

Compensation:

• $20 - $25 an hour

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