Office Coordinator

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

About Ascendant Wealth Management Group:
Ascendant Wealth Management Group is a private wealth advisory practice of Ameriprise Financial Services, Inc. Our professionals work with clients to organize their financial outline in order to have a confident retirement. Ascendant Wealth Management Group offers a competitive benefit plan that includes medical, dental, vision, LTD, STD, and Life and a great compensation structure.

Summary:
This position completes tasks which allow team members to focus more time and energy on client acquisition and deepening client relationships. The Office Coordinator supports different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. This role provides client relationship and general practice management support through gathering client data, helping prepare other client deliverables and touch points such as greeting cards, organizing client files, updating social media and team websites, and performing other business management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing the logistics of a team or client seminar.

Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the Operations Manager.

Key Responsibilities

• Greet clients upon arrival

• Answer calls and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts or transfer to appropriate member of team

• Set up and maintain client management system, and document client contact/calls

• Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation tasks

• Prepare correspondence for advisor signature

• Schedule client appointments

• Conduct client appointment reminder calls and check-in calls on follow up items

• Copy and follow-up with home office on related issues

• Coordinate marketing events with our Business Development Manager for the practice, including but not limited to room reservations and set up day of event, catering, and invitations via email and mail

• Submit/track any invoices for agreed upon payments of client and team events

• Manage the flow of wholesalers in the office.

• Organize and coordinate office and team culture events, which includes, but is not limited to room reservation and day of set up, catering or meal organization, supply purchasing, and other tasks as needed

• Office supply inventory, organization, and ordering

• Plan and prioritize own work schedule

• Use to-do lists, calendars, computer software or other work/time management systems

• Perform other allowable duties as assigned by your teammate

Qualifications/Skills:

• Direct attention to detail and organization

• Effective communication with clients and advisors/staff

• Effective and efficient time management

• Polite and clear phone manner

• Ability to multi-task

• Ability to adhere to rules and regulations as stated and required by Ameriprise Financial

• Ability to support and provide guidance for compliance within the advisor’s practice

• Positive attitude and sincere willingness to constantly learn and grow

Education, Experience, and Licensing:

• High school degree or higher

• Continuing education – Lifelong learning is expected.

Physical Demands:

This position requires the ability to handle significant levels of varied stresses, in particular mental stresses and fatigues. This position operates in a fast paced, highly regulated and ever-changing environment. There are no significant physical demands other than the endurance required to deal with the fast pace and stresses.

Work Environment:

The work environment is typical office work such as you would find in a bank, insurance business, accounting firm, law firm or other professional office. There are no unusual or significant hazards and reasonable accommodations can usually be made.

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.