• SALARY:NONE
  • Irvine

Irvine

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Description

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Responsibilities

  • Managing calendars, scheduling client appointments, and organizing meetings.
  • Prepare and distribute reports, presentations, and correspondence.
  • Assist in document management, including filing, scanning, and maintaining client records.
  • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.
  • Support the onboarding process for new clients, ensuring all necessary paperwork is completed accurately and efficiently.
  • Set up and maintain client management system.
  • Document client contact/calls Salesforce CRM.
  • Maintain confidentiality and handle sensitive financial information with professionalism and discretion.

Qualifications

  • AA Degree or Higher additional education or certification in office administration or business.
  • Prior experience in the financial services industry is a plus.
  • Strong knowledge of financial terminology and basic understanding of financial products and services.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and other relevant software.
  • Excellent organizational and time management skills, with the ability to multitask and prioritize effectively.
  • Strong attention to detail and accuracy in data entry and record-keeping.
  • Exceptional verbal and written communication skills.
  • Ability to work independently and collaboratively within a team.
  • Discretion and professionalism when handling confidential information.
  • Familiarity with financial systems and software (e.g., CRM) is an advantage.
  • Previous experience in compliance and regulatory requirements within the financial services industry is a plus.
  • Current Series 7/66 License is a plus.

Salary

  • $28-$33.50/hour depending on experience

Application Process

If you are interested in joining our dynamic financial services team as a Financial Planning Assistant, please submit your resume along with a cover letter highlighting your relevant experience in the financial services industry. Please include specific examples of your administrative skills and your passion for working in this industry.

  • Job Type Full-time
  • Pay $28 - $33.50 per hour

Benefits

  • Retirement Plan
  • Retirement matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule

  • Monday to Friday In Office

Education

  • AA Degree or Higher (Required)

Experience

  • Financial services 3 years (Preferred)
  • Administrative 5 years (Required)

License/Certification

  • Series 7/66 License (Plus)

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.

Base Pay Salary

Full-Time/Part-Time

Requisition Number