Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist the financial advisor(s) in managing office work flow and business operations. Consistently follow high standards of business and professional ethics and legal and regulatory requirements.
Manage the day-to-day activities of staff including: conducting weekly touch points, delivering annual performance reviews and hiring new staff. Take the lead to manage practice financials, coordinate/track projects, organize client seminars and other practice management functions essential to a small business.
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:
Business management
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Maintain practice financials, budget and manage office expenses
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Manage equipment and facilities including equipment maintenance, cleaning service contracts, and ordering office related items
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Review procedures and implement quality improvements and efficiencies
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Supervise administrative staff and manage team interactions
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Delegate work and provide feedback to other support staff
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Own the recruiting process for hiring new staff into the practice
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Train, support and be a technical resource for other staff in the practice
Client care
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Communicate with clients to set up meetings or appointments
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Set up and maintain client management system
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Maintain files and records
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Write letters to clients and administer client appreciation
Key Traits of a Successful Office Manager:
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Effective communication with clients, advisors and staff
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Efficient time management, attention to detail, organization, and multi-tasking skills
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Ability to adhere to rules and regulations as required by advisor and Ameriprise Financial
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Ability to support and provide guidance for compliance
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Positive attitude and sincere willingness to continually learn and grow
Education and Other Designations:
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College degree or higher
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Experience in managing a small office environment
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.
Full-Time/Part-Time
Full time
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What We Do
For over 30 years, Freedom Mortgage has helped millions of Americans achieve their dreams of homeownership and financial betterment. The wellbeing and improvement of our customers' lives and the communities in which they live fuels our ambition. We’re driven by boundless stamina and an unwavering focus on continuous collaboration, relentlessly seeking the right solutions for every customer and loan every day.
Today, we service nearly 1.5 million customers with over $300 billion in mortgage loan assets, and we consistently rank as one of the nation's top 10 lenders. We are over 13,500 team members strong, recognized as a Top Workplace in the U.S., and are continuing on our unprecedented growth trajectory.
Freedom Mortgage is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to age, race, color, religion, gender, sexual orientation, disability, or national origin. Local applicants are encouraged to apply. Employment contingent upon successful completion of a background investigation. Smoke-free workplace. Drug-free work environment. Excellent benefits package including medical, dental, vision, and 401(k). All resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted during this search.
Come #SoarWithUs and be a part of the Freedom family!
Freedom Mortgage Corporation
951 Yamato Road, Suite 175
Boca Raton, FL 33431
Lender NMLS ID: 2767
www.nmlsconsumeraccess.org
