Administrative Assistant

Company Description

Elevare Wealth is a private wealth advisory practice of Ameriprise Financial Services, LLC, dedicated to providing personalized financial guidance to individuals and families. Led by Mike Russo, an Ameriprise Circle of Success Wealth Advisor, our team leverages over 20 years of experience to help clients strategically grow, protect, and enjoy their wealth. We prioritize clarity, confidence, and a lifelong partnership with our clients to elevate their financial futures. As an Independent Broker Dealer (IBD) firm registered with the SEC, we adhere to the highest standards of professionalism and compliance.

Role Description

This is a full-time, on-site role for an Administrative Assistant at our office in Aliso Viejo, CA. The Administrative Assistant will support team operations through various tasks such as managing schedules, handling phone communications, performing clerical duties, maintaining records, and assisting with executive administrative needs. This role is essential in ensuring smooth day-to-day operations within a fast-paced and client-focused environment.

Qualifications

• Strong Administrative Assistance and Clerical Skills to manage schedules, organize documents, and handle office operations efficiently
• Excellent Phone Etiquette and Communication skills, with the ability to professionally interact with clients and team members
• Experience in Executive Administrative Assistance to support senior team members in their responsibilities
• Detail-oriented, with the ability to manage time effectively and prioritize tasks
• Proficiency in Microsoft Office Suite and other standard administrative tools
• Ability to maintain confidentiality and demonstrate a client-first attitude
• Previous experience in a financial services or advisory environment is a plus
• High school diploma or equivalent required; an associate’s or bachelor’s degree is preferred