Administrative assistant Job at Threadneedle group in Rancho Cucamonga

Overview

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position completes tasks previously performed by the advisor, allowing the advisor to focus more time and 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 allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines.

Responsibilities and Functions

Position Functions: 90% Administrative assistance; 10% Client care (these roles can change over time to meet the needs of the practice and may include other duties as assigned by the advisor).

• Prepare correspondence for advisor signature
• Track all client and practice materials including business correspondence
• Follow-up with the corporate office on related issues
• Schedule client appointments and prepare agendas/forms for appointments
• Conduct client appointment reminder calls and check-in calls on follow up items
• Assist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s)
• Perform other allowable duties as assigned by the financial advisor(s)
• Greet clients upon arrival and extend hospitality to clients
• Set up and maintain client management system
• Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation
• Document client contacts/calls
• Track client special events and make appropriate contact per established client contact model

Key Traits of a Successful Administrative Assistant:

• Strong organizational and computer skills
• Direct attention to detail and organization
• Effective communication with clients and other advisors/staff
• Effective and efficient time management
• Polite and clear phone manner
• Ability to multi-task
• Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
• Ability to support and provide guidance for compliance within the advisor’s practice
• Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations:

• Bachelors Degree OR Higher

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Base Pay Salary

The salary range will be $60k-70k.

Full-Time/Part-Time

Full time