An Ameriprise Private Wealth Advisory Practice located in Chicago, Illinois assisting clients in meeting their financial goals with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.
Seeking an energetic, career minded individual to grow with our team. Help conduct the smooth operation of a fast-paced and friendly financial planning office by managing and organizing office workflow. Provides assistance in a variety of administrative and client service functions with a strong emphasis on professionalism.
Greets clients, extends hospitality, and directs them to the appropriate person or area.
Responsible for answering incoming calls, helping clients when possible, routing calls to the appropriate team member, and taking messages appropriately.
Responsible for calendar management; including, but not limited to, coordination of Advisors' schedules, scheduling and confirming client appointments, and scheduling follow-up appointments.
Responsible for all mail handling activities.
Assist is all event planner, administers client appreciation, and ensures a positive client experience and Coordinates office activities.
Provides general administrative support such as preparing correspondence, the completion of forms, generating reports, processing confidential documents, and maintaining supplies for the practice.
Assists with special projects for various areas of the Company.
Supports compliance within the practice and fulfills all compliance responsibilities. Develops an understanding and adheres to all compliance regulations throughout the course of employment
Key Traits of a Successful Candidate:
One to two years related experience and/or training; or equivalent combination of education and experience.
Effective communication with clients and other advisors/staff
Computer competency, including MS Office Suite
Strong organizational skills, ability to prioritize a diverse workload and multi-tasking, and taking initiative in daily responsibilities.
Efficient time management
Acute attention to details and organization
Polite and clear phone manners
Strong work ethic, team player, and high degree of professionalism.
Ability to adhere to rules and regulations as stated and required by Advisor and Ameriprise Financial.
Ability to support compliance within the Advisor's practice.
Positive attitude and sincere willingness to learn and grow.
Position Information: Full-time
Pay rate commensurate with experience
Location: Chicago, Illinois
Working Hours: 8:30 AM 5:30 PM, Monday Friday
Submit resume with cover letter and references.
The Company is committed to providing equal employment opportunity (EEO) to all qualified candidates.
About Our Company
With the right company, life can be brilliant. At Ameriprise, 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. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.