We are a growing financial advisory firm seeking a part-time, in-office Administrative Assistant to join our small, collaborative team. This is a great opportunity for someone who enjoys a warm, fast-paced, client-facing environment and takes pride in keeping things organized and running smoothly.
The ideal candidate has prior office experience, is highly organized, tech-savvy, and a strong communicator. This role is a mix of client-facing interaction and behind-the-scenes administrative support, so professionalism, attention to detail, and a positive attitude are essential.
Responsibilities include:
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Calendar management and scheduling for multiple advisors
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Support onboarding processes for new clients
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Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
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Conduct transaction paperwork requests as directed by financial advisor(s) and associate financial advisor(s)
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Work with the corporate office to ensure accurate account setup and resolve issues
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Serve as the main liaison between clients and internal teams, ensuring clear communication and timely resolution of issues
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Maintain files and records
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Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)
What we offer:
Experience.
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Prior office or client service experience.
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Strong project management skills with the ability to juggle multiple priorities effectively.
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Excellent communication skills-both verbal and written-to clearly convey information.
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Join us as a Client Service Specialist and become a vital part of a vibrant team committed to delivering outstanding service while advancing your career in a thriving industry!
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.
Full-Time/Part-Time
Part time
