Administrative Assistant - Financial Advisory Practice

Administrative Assistant•Financial Advisory Practice at Ameriprise Financial Administrative Assistant•Financial Advisory Practice at Ameriprise Financial in Exton, Pennsylvania Posted in 2 days ago.

Type:

Full Time Job Description:

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 We are seeking a motivated and detail oriented Administrative Assistant to support the daily operations of a financial advisory practice with an independent franchisee of Ameriprise Financial. This role is essential to keeping the practice running smoothly and allows the advisor to focus on client acquisition and strengthening client relationships. Position Overview The Administrative Assistant provides comprehensive administrative and client service support. Responsibilities will evolve over time to meet the needs of the practice and may include additional duties as assigned by the advisor.

Primary Responsibilities:

Administrative Support Prepare business correspondence for advisor review and signature Copy, track, and manage client and practice materials, including new business correspondence Communicate and follow up with the Ameriprise home office on related matters Schedule client meetings and prepare agendas, forms, and materials Conduct client appointment reminder calls and followup checkins Coordinate, track, and assist with projects and ongoing businessasusual tasks Provide general office support including filing, copying, printing, and organizing Assist other team members within the practice as needed Client Care & Relationship Support Greet clients warmly and extend exceptional hospitality Document and track client communications Maintain and update the client management system Track client milestones and special events Write client notes or letters and assist with client appreciation initiatives Key Traits of a Successful Candidate Strong computer proficiency and professional phone skills Excellent communication skills with clients, advisors, and staff Exceptional time management, organization, attention to detail, and multitasking abilities Ability to adhere to firm policies, procedures, and regulatory requirements Comfortable supporting and reinforcing compliance standards Positive attitude and a genuine desire to learn, grow, and contribute to the practice Education & Qualifications High school diploma or higher required Prior administrative or office experience preferred, but not required Full-Time/Part-Time 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. VEVRAA Federal Contractor. We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state. PDN-a1d03f59-4877-416e-b8d1-b872159e5af5