Administrative Assistant Office Manager

Full or Part time availability. Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. This position supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice.

Position Functions:

• Schedule client appointments and prepare agendas/forms for appointments.

• Follow-up with home office on related issues.

• Conduct client appointment reminder calls and check-in calls on follow up items.

• Greet clients upon arrival and extend hospitality to clients.

• Set up and maintain client management system.

• Document client contacts/calls.

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

• model.

• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.

Key Traits of a Successful Administrative Assistant:

• Strong organizational and computer skills.

• Direct attention to detail and organization.

• Effective and efficient time management.

• Polite and clear phone manner.

• Ability to multitask.

• Positive attitude and sincere willingness to constantly learn and grow.

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

Full time