Administrative Assistant Job at VerityWealth Advisory Group | a private wealth a

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from VerityWealth Advisory Group | a private wealth advisory practice of Ameriprise Financial, LLC.

Private Wealth Advisor and Managing Partner at VerityWealth Advisory Group,A private wealth advisory practice of Ameriprise Financial Services, LLC

VerityWealth Advisory Group is hiring!

Client Service Associate / Administrative Assistant

Job Type: Full Time – Hours 8:30 a.m. 5:30 p.m., (breaktimes can be flexible)

Experience Required: Prior experience in a frontline client service or administrative position

Position Summary

The Client Service Associate/Administrative Assistant will fulfill a critical, client-facing role and help to facilitate the smooth operation of a fast-paced financial advisory practice. This position works as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial.

The Client Service Associate/Administrative Assistant supports the many different tasks for which the practice is responsible and ties directly into the overall business plan of the practice.

· The role will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.

· The role will assist in daily business operations which includes being able to answer and redirect incoming calls as well as to coordinate the office calendar.

· The role is responsible for providing a positive first impression for all clients and is tasked with administrative duties, such as client mailings, client correspondence, appointment prep and follow-up, data management and the scanning/electronic filing of documents.

· The role provides client relationship support through interacting directly with clients and by acting as a liaison to answer client questions.

· The role performs other practice management tasks relating to client service as needed.

· The role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects.

· Responsibilities and Time Allocation will change over time to meet the needs of the practice and can include other duties as assigned by the lead advisor.

· The position requires proficiency in Microsoft Word, Excel, and Outlook. Experience with Salesforce CRM is a plus, but not a requirement.

Position Responsibilities

• Responsible for opening and closing the office
• Greet and extend hospitality to clients upon arrival at the office
• Support calendar management for multiple team members
• Provide client support services in a timely and accurate manner
• Call and email clients and prospects to set up meetings or appointments
• Document client contact and phone calls
• Ensure lobby and conference rooms are always client-ready
• Performs a wide range of administrative duties and operational support activities
• Assist with weekly appointment prep / follow-up tasks
• Prepare and finalize meeting summary documents & client correspondence
• Prepare and finalize advice delivery documents
• Prepare reports by performing basic information gathering and analysis as directed.
• Sort, review, log and distribute incoming/outgoing mail.
• Manage the scanning, filing, and uploading of client documents to our Online File Management system
• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing client accounts
• Maintain files and records in accordance with the records retention policy

Job Skill Requirements

• Excellent attention to detail and organization
• Strong and effective communication skills (verbal and written)
• Ability to be resourceful and proactive
• Ability to work independently as well as in a team environment
• Ability to multi-task, prioritize and demonstrate effective and efficient time management
• Consistent, professional dress and manner
• Positive attitude and sincere willingness to constantly grow and learn
• Proficiency in Microsoft applications including Word, Excel, and Outlook

This is not a sales position.

Industry (finance and / or banking) experience a plus.

Competitive compensation based on experience. Benefits are available.

This position is located in South Bend, Indiana

Please submit cover letter and resume in Word or PDF format.

Instructions for applying for this position:

Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also, in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you.

• Note: You must follow these instructions, or your resume will be rejected. Thank you.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

Referrals increase your chances of interviewing at VerityWealth Advisory Group | a private wealth advisory practice of Ameriprise Financial, LLC. by 2x

Sign in to set job alerts for “Administrative Assistant” roles.

Senior Administrative Assistant | School of Architecture

Temporary | Parking & Credentialing Front Desk Office Assistant

Seasonal, Operations Administrative Assistant

Part-Time Procurement and Operations Assistant

Part-Time Remote Admissions Credentials Representative

Receptionist / Administrative Assistant - Community Center

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.