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 and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Position Functions: 90% Administrative assistance
•Prepare correspondence for advisor signature
•Track all client and practice materials including business correspondence
•Follow-up with the corporate office on related issues
•Schedule client appointments and prepare agendas/ forms 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)
•Perform other allowable duties as assigned by the financial advisor(s) 10% Client care
•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
Key Traits of a Successful Administrative Assistant:
•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 and Ameriprise
•Ability to support and provide guidance for compliance within the advisor’s practice
•Positive attitude and sincere willingness to constantly learn and grow
Education and Other Designations:
• Bachelors Degree OR Higher
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.
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.
Base Pay Salary
Full-Time/Part-Time
Top Skills
What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.
We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Learn how you can build your career at Ameriprise Financial.
*Ameriprise Financial Q2 2020 Statistical Supplement
All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.
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