Administrative Assistant

Ameriprise Financial

  • Greenwood, IN
  • Permanent
  • Part-time
  • 7 days ago
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
This position is part-time and completes tasks previously performed by the advisor, allowing the advisor to focus more time and energy on client acquisition and deepening client relationships. The administrative assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The administrative assistant allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines.
This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, researching printer problems, and/or organizing the logistics of a client seminar or event.Responsibilities and Position Functions:
Administrative Assistance
  • Copy and track all client and practice materials including business correspondence
  • Copy and follow-up with home office on related issues
  • Schedule client appointments and prepare agendas/ forms for appointments
  • Conduct client appointment reminder calls and check-in calls on follow up items
  • Assist the financial advisors
  • Perform other allowable duties as assigned by the financial advisor
Client Care
  • Greet clients upon arrival and extend hospitality to clients
  • Set up and maintain client management system
  • Document client contacts/calls
  • Track client special events and make appropriate contact per established client contact model
Key Traits for this position:
  • Strong organizational and computer skills
  • Direct attention to detail and organization
  • Effective communication with clients and other 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 advisor and Ameriprise
  • Ability to support and provide guidance for compliance within the advisor’s practice
  • Positive attitude and sincere willingness to constantly learn and grow
Education, Other Designations and Requirements:
  • High school degree or higher
  • This position is subject to a background check
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.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.Full-Time/Part-Time Part time

Ameriprise Financial