Vision Advisory Group, a Private Wealth Advisory Practice of Ameriprise Financial is a highly reputable Private Wealth Advisor Practice dedicated to providing top-notch financial services to our esteemed clients. We are committed to delivering exceptional client experiences, personalized strategies, and expert guidance to help our clients achieve their financial goals. We are seeking a dedicated and detail-oriented individual to join our team as an Administrative Assistant. The selected candidate will play a crucial role in supporting the day-to-day operations of our practice.
Responsibilities:

• Greet clients and visitors in a professional and welcoming manner
• Schedule and coordinate client meetings, ensuring advisors' calendars are efficiently managed
• Assist with application and new business processing, ensuring accuracy and timely completion
• Act as the executive assistant for a team of advisors, providing administrative support
• Manage phone calls, emails, and other communications on behalf of the advisors
• Maintain organized and up-to-date client files and documentation
• Oversee ordering and maintenance of office equipment and supplies
• Collaborate with other team members to ensure smooth workflow and efficient office operations

Qualifications:

• 10 years of proven experience as an administrative assistant or in a similar role
• Strong organizational and multitasking skills with attention to detail
• Excellent verbal and written communication skills
• Proficient in Microsoft Office suite (Word, Excel, Outlook, Teams)
• Ability to maintain confidentiality and handle sensitive information with discretion
• Positive attitude, team player, and ability to work in a fast-paced environment

Compensation and Benefits:

• Salary commensurate with experience
• Paid time off (PTO) and paid holidays
• Health Insurance Benefits
• 3% Retirement contributions

Location: Worthington, Ohio

Job Type: Full-time

Pay: $45,000.00 - $54,000.00 per year