Administrative Assistant
Job description
Position Title: Administrative Assistant (entry level)
Position Description:
Step into an instrumental role. Help conduct the smooth operation of a fast-paced and friendly financial planning office. Work as a part-time employee of an independent advisor franchisee with Ameriprise Financial, in a position with high growth potential.
This position allows the advisors to focus more energy on client acquisition and deepening client relationships. 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 gives the advisors the assurance they need to know that their practice is being maintained and supported within Ameriprise Financial guidelines.
This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications, and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing and copying.
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.
70%
Administrative assistance
- Schedule client appointments and prepare agendas/ forms for appointments
- Conduct client appointment reminder calls and check-in calls on follow up items
- Assist other staff as needed
- Order supplies
- Organize and track client and practice materials, including business correspondence
- Assist with social media posting
- Perform other allowable duties as assigned
30%
Client care
- Greet clients upon arrival and extend hospitality to clients
- Maintain client management system
- Handle client appreciation notes and gifts
- Document client contacts and calls
- Resolve client service problems
- Assist clients with the website or online access
Key Traits of a Successful Administrative Assistant:
- Strong organizational and computer skills
- Direct attention to detail and organization
- Effective communication with staff and clients
- Polite and clear phone manner
- Efficient time management
- Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
- Positive attitude and sincere willingness to learn and grow
Education and Other Designations: - College degree or higher OR two years of relevant work experience
johnandkristie.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, johnandkristie.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, johnandkristie.com is the ideal place to find your next job.