Executive Administrative Assistant Job at Ameriprise Financial Services, LLC in

Position Description

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.

Compensation

Ameriprise provided pay range. Base pay range: $60,000.00/yr - $70,000.00/yr

Responsibilities

• 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, copying, researching printer problems, and/or organizing the logistics of a client seminar.

Position Functions: 90% Administrative assistance

• 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
• 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
• Track client special events and make appropriate contact per established client contact model

Qualifications

Education and Other Designations:

• Bachelor's Degree or higher

Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Administrative

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