Financial Assistant (Public) jobs in Burlington, VT

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.

Key Responsibilities:

• Administrative duties including:
  • greet clients in person and over the phone in a professional manner.
  • delegate calls to team member.
  • reaching out to clients.
  • confirming client meetings.
  • update client data.
  • expedite client tax documents.
  • meeting preparation.
  • maintain check and mail log.
  • filing, follow up with third parties.
  • third party authorization forms.
  • update third party list.
  • setting staff meetings.
  • organize lunch meetings.
  • Marketing.
  • send out celebration cards.
  • participate in client events.
  • maintain reception.
  • order and maintain supplies.
  • special projects.
  • etc.

Qualifications:

• Previous experience in a similar role or within the financial services is preferred.
• Excellent communication and interpersonal skills.
• Strong organizational and multitasking skills.
• Strong attention to detail and accuracy in work.
• Proficient in using CRM systems, Salesforce a plus, and Microsoft Office suite.

Compensation and Benefits:

• Compensation: $20 per hour.
• Paid Time Off (PTO) and paid holidays.

How to Appy:

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!