Executive Administrative Assistant

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 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. 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.

Position Functions:

• Prepare correspondence for advisor signature
• Copy and track all client and practice materials including business correspondence
• Copy and follow-up with home 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
• Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciationKey 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
• Prefered education: Administrative Assisstant program

Job Type: Full-time

Pay: $ $25.00 per hour

Benefits:

• 401(k)
• Flexible schedule
• Paid time off

Work Location: In person