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Front Desk Administrative Assistant

Posted on Jun 14, 2019 by Ameriprise Financial

Columbus, OH 43224
Admin & Secretarial
Immediate Start
Annual Salary
Job Description

Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

The administrative assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The administrative assistant allows advisors the assurance they need to know that the practice is being maintained and supported within Ameriprise Financial guidelines.

This role provides administrative support by scheduling meetings, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, researching printer problems, and/or organizing the logistics of a client event.

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

Position Information:
•Payrate: commensurate with experience
•Benefits: Paid sick, vacation, and holidays; 401k


Position Functions:

Administrative assistance 70%
  • 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)

Client care 30%
  • 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
  • Answering and delegating calls
  • Document client contacts/calls
  • Track client special events and make appropriate contact per established client contact model

Required Qualifications

Key Traits of a Successful Administrative Assistant:
  • Positive attitude and sincere willingness to constantly learn and grow
  • Excellent communication skills for interaction with clients/advisors/staff
  • Strong organizational and computer skills
  • Direct attention to detail and organization
  • 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 advisor's practice

Education and Other Designations:
  • High school degree or higher

Reference: 720881157