What are the responsibilities and job description for the Administrative Assistant position at Ameriprise Financial Services, LLC?
Company Description Ameriprise Financial Services, LLC has been helping clients feel more confident about their financial future for over 130 years through investment advice, asset management, and insurance solutions. The company serves a full range of individual and institutional investors, supported by a nationwide network of approximately 10,000 financial advisors and corporate locations across the U.S. and globally. Ameriprise emphasizes informed decision-making and encourages clients to consult financial advisors for guidance tailored to their needs. As a member of FINRA and SIPC and a registered investment adviser, Ameriprise provides a regulated environment focused on client service, risk awareness, and long-term financial planning.
Role Description This full-time, on-site Administrative Assistant role is based in Purchase, NY. The Administrative As-sistant will support day-to-day office operations, including managing calendars, scheduling appointments, organizing files, and preparing routine correspondence and reports. The role involves answering and directing phone calls, greeting visitors, and providing prompt, professional administrative support to financial advisors and office leadership. The Administrative Assistant will handle data entry, maintain client records, process mail, and coordinate meeting logistics. This role requires attention to detail, strong organization, and the ability to manage multiple tasks in a client-focused environment.
Qualifications
- Candidates should possess strong Administrative Assistance and Clerical Skills, including scheduling, filing, data entry, and document preparation.
- Candidates should possess excellent Phone Etiquette and Communication skills, with the ability to interact professionally with clients, advisors, and colleagues.
- Candidates should possess experience in Executive Administrative Assistance, supporting leaders with calendar management, meeting coordination, and follow-up tasks.
- Candidates should possess proficiency with office productivity software (e.g., Microsoft Office or similar tools) and basic database or CRM usage.
- Candidates should possess strong organizational skills, attention to detail, and the ability to prioritize and manage multiple responsibilities.
- Prior experience in a financial services, professional services, or client-facing office environment is beneficial.
- A high school diploma or equivalent is required; post-secondary education or relevant certifications in office administration are beneficial.
- Candidates should be able to maintain confidentiality, follow compliance procedures, and demonstrate reliability and a commitment to high-quality client service.
Details:
25-40 Hours a week, In-Office only (no remote option) Purchase, NY
Monday - Friday (summer hours M-TH)
Flexible start/end 9-5pm
Supporting 2 Financial Advisors
No benefits, potential for Bonuses
Must have reliable transportation
Good for someone looking for extra income, with flexible hours.