Administrative Assistant

Responsibilities

• Provide administrative support to an independent financial advisor franchisee to ensure smooth office operations.
• Manage client scheduling, including preparing agendas, forms, and conducting appointment reminder calls.
• Handle client communications, documentation, and hospitality upon client arrival.
• Maintain and update the client management system and track business correspondence.
• Assist with office logistics such as filing, copying, and organizing client seminars or events.
• Support the advisor by performing allowable administrative duties to allow for increased focus on client acquisition.

Requirements

• High school degree or higher.
• Strong organizational skills and direct attention to detail.
• Proficiency with computers and office software.
• Effective communication skills with a polite and clear phone manner.
• Ability to multi-task and manage time efficiently in a fast-paced environment.
• Ability to adhere to strict rules, regulations, and compliance guidelines.
• Must be subject to fingerprinting and a background check.

About the Company

Ameriprise Financial is a diversified financial services leader with more than $1.5 trillion in assets under management, administration, and advisement. With a team of 22,000 people across 19 countries, we serve more than 3.5 million individual, small business, and institutional clients. We are a longstanding leader in financial planning, global asset management, and insurance.