2 Ameriprise Financial Jobs
Ameriprise Financial is Hiring an Office Assistant - Part Time (GR01) Near Glendale, CA
Position title: Office Assistant - Part Time
Position Summary:
Ameriprise— As an Office Assistant, you will directly support the daily business operations of a growing Private Wealth Advisory practice through calendar management, direct client service, meeting management, and collaborative projects. All projects assigned will help drive practice growth and foster a vibrant, immersive client experience to high net-worth families, individuals, and organizations.
With an enthusiastic yet methodical approach to client service, business processing, and office management you seamlessly and strategically engage with both the client-facing sector of the business and the business processing components of private wealth management and financial planning.
What you’ll do:
· Track client onboarding process and new client experience, incorporating both in-person and digital components
· Serve as the first point of contact for client support through e-mail, phone, and in-person visits
· Create applications and process new business
· Assign and delegate tasks to staff and track tasks through execution
· Assist team in managing office facilities
· Manage office and advisor calendars & assist with scheduling
· Maintain compliant records, office reporting requirements, and business correspondence
· Ad hoc projects as assigned
· Provide administrative and operational support to the CEO and practice
Where you’ll go:
· Opportunities for career advancement in management or advisory roles
· Ability to pursue licensing training and/or professional designation programs
How you’ll be effective:
· Your interpersonal skills are excellent and refined experience working with clients
· Efficient at time management and organizational projects
· Demonstrated ability to multi-task in a fast-paced environment
· Dynamic and capable of adjusting to changing deadlines
· Proficient in MS Office Suite and demonstrated ability to learn new applications
· Experience in Salesforce (preferred, but not required)
· Commitment to adhere to rules and regulations as stated and required by practice and Ameriprise
· Sincere willingness to constantly learn and grow
· Achievement oriented—willing to take on the challenge and problem-solve through completion
Education and Other Designations:
· 2 years of professional office experience preferred
Job Type: Part-time
Pay: $16.00 - $21.00 per hour
Expected hours: 15 – 20 per week
Schedule:
- Monday to Friday
Ability to Relocate:
- Glendale, CA 91203: Relocate before starting work (Required)
Work Location: In person
Job Summary
Part Time
$51k-65k (estimate)
04/06/2024
08/03/2024
ameriprise.com
MINNEAPOLIS, MN
7,500 - 15,000
1987
JAMES M CRACCHIOLO
$10B - $50B
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About Ameriprise Financial
Ameriprise Auto & Home Insurance sells auto, home, condo, renters, specialty and umbrella insurance. Founded in 1987, we sell insurance directly to clients. We generally market our products in partnership with some of the worlds most well-known companies. These companies share our values: price products competitively and handle every client with care To learn more about our company, visit www.Ameriprise.com/auto-home or call 1.800.535.2011. *Ameriprise Auto & Home Insurance is the marketing name of IDS Property Casualty Insurance Company and Ameriprise Insurance Company, De Pere, WI, both of w ...
hich have sole financial responsibility for their own products. Insurance is underwritten by either company, depending on the state. The Ameriprise Auto & Home Insurance Agency places policies with unaffiliated insurers. Each insurer is solely responsible for the claims on its policies and pays the Agency for policies sold. Prices, coverages and privacy policies vary among these insurers. Both companies and the agency are subsidiaries of American Family Insurance Mutual Holding Company, which acquired both companies and the agency from Ameriprise Financial, Inc. in 2019. The terms Ameriprise Auto & Home Insurance, Ameriprise Insurance, Ameriprise Insurance Company and IDS Property Casualty Insurance Company are being used by American Family Insurance Mutual Holding Company under a license from Ameriprise Financial on a temporary basis. Ameriprise Auto & Home Insurance and the associated logo is a registered trademark of Ameriprise Financial, Inc. which is being used under license. Specific products may vary and may not be available in all states in accordance with state filings and applicable law. Insurance availability may vary by region or state. Discounts and savings vary by state and apply to certain coverages. Certain restrictions and limitations apply. IDS Property Casualty Insurance Company's California license number is 3726-7.
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The job skills required for Office Assistant - Part Time (GR01) include Scheduling, Time Management, Office Management, etc. Having related job skills and expertise will give you an advantage when applying to be an Office Assistant - Part Time (GR01). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Office Assistant - Part Time (GR01). Select any job title you are interested in and start to search job requirements.
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