What are the responsibilities and job description for the Administrative Assistant position at Ameriprise Financial Services, LLC?
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.
Job Description
Limestone Wealth Advisors
Are you someone others describe as warm, welcoming, and dependable? Do you take pride in creating exceptional experiences—for clients and for the people you work alongside?
Limestone Wealth Advisors is seeking an Administrative Assistant to serve as a vital first point of contact for our firm. This role is essential to our client experience and daily operations. You will be the first voice clients hear on the phone and the first face they see when they walk through our doors.
This position is ideal for someone who thrives in a fast paced, detail-oriented environment, enjoys balancing multiple priorities, and understands that professionalism, empathy, and follow through matter.
You will report directly to the Operations Director.
Role Overview
The Administrative Assistant supports the firm by managing front office interactions, administrative processes, and internal organization while maintaining the highest standards of confidentiality, accuracy, and client service.No special licenses are required for this position.
Key Responsibilities
Client & Office Experience:
Answer incoming phone calls promptly, professionally, and courteously; resolve issues when possible or route calls to the appropriate team member.
Greet clients warmly upon arrival and ensure they feel comfortable and welcomed, including offering beverages.
Support a positive, professional office environment consistent with the firm’s values.
Administrative Support
Complete daily administrative tasks including mailing, scanning, faxing, and document handling.
Maintain mail and check logs daily with accuracy and attention to compliance requirements.
Organize and maintain internal filing systems (physical and digital).
Use firm‑specific systems and Ameriprise tools accurately and consistently.
Assist with special projects and other administrative duties as assigned.
Time & Workflow Management
Plan and prioritize personal workload effectively.
Use to‑do lists, calendars, Microsoft tools, Copilot, and other available software to manage tasks efficiently.
Skills & Competencies For Success
Strong personal organization and time‑management skills in a fast‑paced environment.
High attention to detail with the ability to manage multiple tasks simultaneously.
Ability to follow rules, procedures, and regulatory requirements within a financial services environment.
Sound judgment and discretion when handling confidential client information.
Emotional intelligence, professionalism, and a genuine desire to support clients and teammates.
Education & Experience
One year of related administrative experience and/or training, or an equivalent combination of education and experience.
Willingness to complete required ongoing continuing education.
Language & Communication Skills
Excellent written and verbal communication skills are essential.
Ability to communicate clearly, professionally, and empathetically with clients and team members.
Computer & Technology Skills
Proficiency with Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
Experience with CRM systems such as Salesforce (or willingness to learn).
Comfortable learning and using firm‑specific and industry‑specific tools.
Personal Attributes
High level of integrity, honesty, and trustworthiness.
Strong interpersonal skills and the ability to build positive relationships.
Demonstrated empathy, discretion, and respect for confidentiality.
A team‑oriented mindset and commitment to contributing to a supportive workplace culture.
Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
This position is with an Ameriprise Financial Franchise owner.
Job Description
Limestone Wealth Advisors
Are you someone others describe as warm, welcoming, and dependable? Do you take pride in creating exceptional experiences—for clients and for the people you work alongside?
Limestone Wealth Advisors is seeking an Administrative Assistant to serve as a vital first point of contact for our firm. This role is essential to our client experience and daily operations. You will be the first voice clients hear on the phone and the first face they see when they walk through our doors.
This position is ideal for someone who thrives in a fast paced, detail-oriented environment, enjoys balancing multiple priorities, and understands that professionalism, empathy, and follow through matter.
You will report directly to the Operations Director.
Role Overview
The Administrative Assistant supports the firm by managing front office interactions, administrative processes, and internal organization while maintaining the highest standards of confidentiality, accuracy, and client service.No special licenses are required for this position.
Key Responsibilities
Client & Office Experience:
Answer incoming phone calls promptly, professionally, and courteously; resolve issues when possible or route calls to the appropriate team member.
Greet clients warmly upon arrival and ensure they feel comfortable and welcomed, including offering beverages.
Support a positive, professional office environment consistent with the firm’s values.
Administrative Support
Complete daily administrative tasks including mailing, scanning, faxing, and document handling.
Maintain mail and check logs daily with accuracy and attention to compliance requirements.
Organize and maintain internal filing systems (physical and digital).
Use firm‑specific systems and Ameriprise tools accurately and consistently.
Assist with special projects and other administrative duties as assigned.
Time & Workflow Management
Plan and prioritize personal workload effectively.
Use to‑do lists, calendars, Microsoft tools, Copilot, and other available software to manage tasks efficiently.
Skills & Competencies For Success
Strong personal organization and time‑management skills in a fast‑paced environment.
High attention to detail with the ability to manage multiple tasks simultaneously.
Ability to follow rules, procedures, and regulatory requirements within a financial services environment.
Sound judgment and discretion when handling confidential client information.
Emotional intelligence, professionalism, and a genuine desire to support clients and teammates.
Education & Experience
One year of related administrative experience and/or training, or an equivalent combination of education and experience.
Willingness to complete required ongoing continuing education.
Language & Communication Skills
Excellent written and verbal communication skills are essential.
Ability to communicate clearly, professionally, and empathetically with clients and team members.
Computer & Technology Skills
Proficiency with Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
Experience with CRM systems such as Salesforce (or willingness to learn).
Comfortable learning and using firm‑specific and industry‑specific tools.
Personal Attributes
High level of integrity, honesty, and trustworthiness.
Strong interpersonal skills and the ability to build positive relationships.
Demonstrated empathy, discretion, and respect for confidentiality.
A team‑oriented mindset and commitment to contributing to a supportive workplace culture.
Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.