Receptionist/Administrative Assistant

Administrative Assistant

The Administrative Assistant position supports the many different tasks that tie directly to the overall success of the practice. The role allows the Advisor the assurance he/she needs to know that his/her Office/Practice is being maintained and supported within Ameriprise Financial guidelines as well as those outlined by the Advisor

Reports to: Lead Advisor / Partner

Certificates, Licenses, Designations Required:

• Notary or willing to become a Notary

Compensation: Hourly – $22/hour, negotiable for more experienced candidates

Hours: Open to part-time or full-time applicants, our office operates under normal business hours M-F. No opportunity for remote work for this position.

Benefits: PTO, 401(k) match and health insurance available for full-time candidates

Key Responsibilities

Business and Practice Management

• Front desk responsibilities including greeting clients & offering refreshments
• Log incoming checks/mail in to Ameriprise Mail Log
• Help with necessary copying, scanning and filing
• Assist in basic client service including scheduling and confirming appointments
• Meeting preparation
• Coordinating weekly office lunches
• Updating client database
• Maintain office supplies and order more when needed
• Paying office bills
• Special projects as necessary
• Keep work methods and procedures up-to-date and compliant
• Plan and prioritize own work schedule
• Use to-do lists, calendars, software or other work/time management systems
• Perform other allowable duties as assigned by the Financial Advisor(s)

Education and/or Experience:

• Two years’ related experience and/or training; or equivalent combination of education and experience.
• Continuing education – Lifelong learning is expected

Key Skills/Abilities/Knowledge/Competencies:

For success in this role, an individual must be able to perform each primary responsibility at a basic level. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Language Skills:

• Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
• Able to write reports, business correspondence
• Able to effectively present information and respond to questions from managers, clients, customers, and the general public
• Excellent written and verbal communication skills

Computer Skills:

• Able to use MS Suite including Teams, Excel, Word, Outlook; Adobe, accounting software, contact management systems, database software and other software tools as necessary

Technical Duties, Tasks, and Skills:

• Able to process Money Movement requests
• Able to prepare and understand a financial plan
• Able to navigate the Ameriprise Financial website and guide clients through the website

Other Skills and Abilities:

• It is essential that the Administrative Assistant has a high degree of integrity, honesty, commitment and trust.
• A successful Administrative Assistant will have excellent inter and intra personal relationship skills, effective communication skills and the willingness to show empathy and understanding for various points of view.
• Able to communicate with clients in a professional, clear and concise manner
• The Administrative Assistant must exercise discretion in dealing with the personal information of clients.

Physical Demands:

• There are no significant physical demands other than the mental endurance required to deal with the fast pace of our heavily regulated and ever-changing environment.

Job Types: Full-time, Part-time

Pay: $22.00 per hour

Benefits:

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

Work Location: In person

Salary : $22