Administrative Assistant at Private Wealth Office

Summary:

We are seeking a skilled administrative assistant to join our team. As an Administrative Assistant, you will be integral to our client services team, providing exceptional administrative support and ensuring smooth office operations. Your core skills in clerical tasks and customer service will be essential in the day-to-day operations of our business. To Be Successful, it is important to be organized, have great attention to detail, and be a good problem solver.

Typical Duties/Skills Include:

Client facing contact

• scheduling appointments, answering incoming phone calls, and correspondence Completing and processing documents Processing transactions Ability to learn new platform specific to Ameriprise Scanning, filing, and storing electronic documents Preparation of client meetings

Job Types:

Full-Time, Part-Time Benefits After a 90-day introductory period, include:

• 401(k)
• health insurance
• on the job training
• opportunities for advancement

•

Vacation Days Job Type:

Full-time Pay:

$15.00

• $18.

00 per hour

Benefits:

401(k) Health insurance Retirement plan Ability to

Relocate:

Canfield, OH 44406: Relocate before starting work (Required)

Work Location:

In person