Administrative Assistant

Administrative Assistant- Full or Part-time
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 client communications and tracking new business correspondence.  This role is responsible for managing business-as-usual projects such as filing, copying and most importantly welcoming those that enter our office.  Responsibilities may also include, researching printer problems, and/or communicating with our technology specialist on issues that may arise.
 
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:

• Prepare correspondence for advisor signature

• Complete incoming and outgoing mail along with compliance requirements
• Complete Managed Account reviews according to compliance
• Assist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s)

• Greet clients upon arrival and extend hospitality to clients
• Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation
• Document client contacts/calls/messages and schedule as needed
• Pull appropriate reports per request
• Track client special events and make appropriate contact per established client contact model
• Maintain office supplies

• 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

• Experience in working in a small office environment