What are the responsibilities and job description for the Administrative Assistant position at Ameriprise Financial?
Ameriprise – Workhorse Wealth – an Ameriprise Financial advisory practice is seeking a fulltime Administrative Assistant and Receptionist to join our innovative and dynamic team. At Ameriprise Financial we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations to help achieve financial goals and simplify their financial lives.
Job Purpose:
Serve as an Administrative Assistant and Receptionist providing exceptionally friendly, helpful, high-quality service to our clients and assist with front office needs.
Responsibilities:
- Greet incoming clients
- Answer phones/texts and direct to the appropriate team member
- Send out meeting reminders and reschedule appointments as needed
- Generate financial planning invoices and mail to clients
- Process incoming mail/funds
- Update client suitability
- Upload documents and notes to client relationship manager tool
- Assist with client touchpoints
- Assist with special projects
Qualifications:
- Associate degree or higher
- 1 years of similar work experience in a professional office environment, ideally in the financial services industry
- Pleasant, professional and friendly manner with excellent interpersonal skills
- Strong team player
- Highly organized and accurate
- Significant attention to detail
- Proven analytical and independent problem-solving skills
- Highly proficient with in Microsoft office including PowerPoint, Excel, Word and Outlook
- Experience with Salesforce
- Excellent written and verbal communication skills
- Ability to handle multiple responsibilities
- Strong personal and business ethics and integrity
- Desire to grow and learn within the practice
Salary and Benefits:
- $16-$18 per hour
- Health insurance, Simple IRA, and paid time off
How to Apply:
Please submit the following for consideration:
- Cover letter
- Resume
We are an Equal Opportunity Employer
Job Type: Full-time
Pay: $16.00 - $18.00 per hour
Benefits:
- 401(k)
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Application Question(s):
- Please include your email.
Experience:
- Customer service: 1 year (Preferred)
Work Location: One location
