Financial Assistant (Corporate) provides assistance to the Corporate Financial Associates. Collects data, prepares business reports, proposals, and presentations. Being a Financial Assistant (Corporate) coordinates meetings and other communications between associates and others involved in deals. Uses database, spreadsheet and other software to collect and manage data. Additionally, Financial Assistant (Corporate) may require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Corporate) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Corporate) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Guided Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full time, dedicated, and detailed-oriented Administrative Assistant to join our dynamic and growing team. This individual will play a crucial role in ensuring seamless client experiences by providing comprehensive support to our practice in various aspects of the client service experience.
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If you are a proactive and motivated individual who enjoys providing exceptional client service in a dynamic environment, we invite you to apply. Please submit your resume and cover letter when applying.
Guided Wealth Advisors is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.
Join us in making a positive impact on our clients’ financial journeys!