Administrative Assistant

Responsibilities

• Provide comprehensive administrative and client service support to an independent financial advisory practice
• Prepare business correspondence, manage client materials, and coordinate with the Ameriprise home office
• Schedule client meetings, prepare agendas, and conduct appointment reminder calls
• Greet clients and provide exceptional hospitality to support client relationships
• Maintain and update the client management system and document all communications
• Perform general office tasks including filing, copying, printing, and organizing
• Assist with client appreciation initiatives and track client milestones

Requirements

• High school diploma or higher
• Strong computer proficiency and professional phone skills
• Excellent communication skills for interacting with clients, advisors, and staff
• Exceptional time management, organization, and attention to detail
• Ability to adhere to firm policies, procedures, and regulatory compliance standards

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, the company serves more than 3.5 million individual, small business, and institutional clients as a leader in financial planning, asset management, and insurance.