• SALARY:NONE
  • Austin

Austin

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Description

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Responsibilities and Time Allocation Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Position Functions

90% Administrative assistance

  • Prepare correspondence for advisor signature
  • 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 planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s)
  • Perform other allowable duties as assigned by the financial advisor(s)

10% Client care

  • Greet clients upon arrival and extend hospitality to clients
  • Set up and maintain client management system
  • Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation
  • Document client contacts/calls
  • Track client special events and make appropriate contact per established client contact model

Key Traits of a Successful Administrative Assistant

  • 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 advisors practice
  • Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations

  • High school degree or higher

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.

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

Requisition Number