Administrative Assistant/Client Service Coordinator

Administrative Assistant/Client Service Coordinator

Gagnon & Bigalke - a financial advisory practice of advisory practice of Ameriprise Financial Services, LLC

501 State Hwy 25, Monticello, MN 55362

Full Time | In Office Only | Monday through Friday 8:00am to 4:00pm or 8:30am to 4:30pm

About Our Practice

We are a highly successful, fast paced, and well-established family run Ameriprise franchise. We help clients feel confident about their financial future through personal service and thoughtful planning. We support one another, work hard, and value teammates who bring consistency, initiative, long-term commitment, and a positive, grounded attitude.

Why This Role Exists

To support advisors so they can stay focused on client meetings and strategic planning without frequent interruptions. The person in this role is the first person clients see when they come into our office. This person will greet and interact with clients and ensure the team’s time and energy is used efficiently.

Who We’re Looking For

·        Is reliable, on time every day and takes pride in their work ethic

·        Wants long term stability

·        Takes initiative and leverages advisor’s time by answering/solving client’s basic questions before

involving advisors

·        Communicates clearly to clients via phone and in person with information from advisor

·        Coachable/adaptable, takes constructive criticism positively and as an opportunity to grow and better

our practice

·        Works well in a fast moving environment with multiple priorities

·        Brings a low drama, professional and an easy to work with presence

·        Balances being friendly and personable with staying productive and focused

·        Requires 100% confidentiality and professionalism when working with financial and personal client

information

·        Ability to work full time, 40 hours weekly

If you naturally say, “What can I help you with right now?”, this role is likely a great fit.

Client/Advisor Support

·        Answer phones with warmth, professionalism, and clarity

·        Greet clients and make them feel welcomed and supported

·        Handle client questions when possible; if answers are not known, gather information and call the

client back

·        Serve as a buffer for advisors by using their time efficiently when they are in meetings or focused

planning

Office Operations

·        Prepare client folders, forms, meeting materials, and paperwork

·        Schedule appointments and assist with calendar coordination

·        Scan, file, organize paperwork, track status of client requests

·        Keep supplies organized and the office running smoothly

·        Complete follow up tasks - sending confirmations, reminders, and outreach as needed

·        Help with small operational improvements and efficiencies when things can be done better

General Support

·        Be on top of what is happening in the office and step in to help before being asked

·        Maintain a tidy, welcoming, efficient atmosphere

·        Contribute ideas, solutions, and energy that help the office succeed

Compensation/Benefits

• $27– $31 per hour, commensurate with experience
• Performance based incentives
• Paid holidays, PTO, Simple Retirement Account with a 3% match offered after 1 year
• Training provided to supplement your education and experience
• Opportunities to grow into operations, practice management, or financial services support

Required Application Questions - Must Be Completed

To be considered, include answers to the following within your application:

·        Are you able to reliably work in-person Monday through Friday from 8:00am-4:00pm or 8:30am-

4:30pm?

·        Tell us about a time you went above and beyond to help someone without being asked

·        What does being proactive at work mean to you? Provide one example.

·        On a scale of 1 to 10, how comfortable are you speaking on the phone? Briefly explain.

·        When tasks are finished early, what do you typically do next?

                      Ask what else I can help with

                      Look for something helpful on my own

                      Wait for direction

                      Take a break

Applications without answers will not be reviewed.

How to Apply

Apply through LinkedIn and email your resume and answers to

mike.x.gagnon@ampf.com

Subject line – Client Service Associate Application

What Makes This Opportunity Different

• Your consistency and presence will directly impact the success of a high performing office. If you want a place where your work is noticed, reliability is respected, and where opportunities for professional growth are available, we would love to meet you.