Office Coordinator

Responsibilities

• Greet clients upon arrival and answer incoming calls to provide information or transfer to appropriate team members
• Set up and maintain the client management system, including documenting client contacts and calls
• Prepare correspondence for advisor signatures and manage client appreciation tasks such as writing notes or letters
• Schedule client appointments and conduct reminder or follow-up calls
• Coordinate marketing and team culture events, including room reservations, catering, and invitations
• Manage office supply inventory, organization, and ordering
• Organize client files and assist with data gathering and other practice management tasks
• Plan and prioritize own work schedule using calendars and time management systems

Requirements

• High school degree or higher
• Strong attention to detail and organizational skills
• Effective communication skills with clients and staff
• Excellent time management and multi-tasking abilities
• Ability to adhere to strict rules, regulations, and compliance guidelines
• Positive attitude and a willingness to engage in lifelong learning

About the Company

Ameriprise Financial is a diversified financial services leader with more than $1.5 trillion in assets under management. This specific position is with Ascendant Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, Inc., dedicated to helping clients organize their financial outlines for a confident retirement.