Administrative assistant

Ameriprise Financial; Mankato (MN); On-site; USD 40,000 - 50,000; Full time

Job summary

Ameriprise Financial Franchise owner is seeking an Administrative Assistant to support daily operations in a fast-paced practice. The role includes scheduling meetings, fielding client calls, greeting visitors, logging mail, and ensuring the lobby is professional.

Responsibilities expand with the advisor and may include Notary Public processing, document handling, and adherence to Ameriprise guidelines. Full-time position with a competitive salary and inclusive workplace culture.

Qualifications

• Strong organizational and computer skills.
• Professional in appearance.
• Direct attention to detail and organization.
• Effective time management and multi-tasking abilities.
• Polite and clear phone manners.

Responsibilities

• Prepare correspondence for advisor signature when needed.
• Complete incoming and outgoing mail and ensure compliance requirements.
• Complete application to become a Notary Public after start date.
• Daily office upkeep, cleaning and organization of the lobby.
• Greet clients upon arrival and extend hospitality to clients.
• Answer incoming and outgoing calls and route to the appropriate party.

Skills

Organization

Computer skills

Attention to detail

Time management

Multi-tasking

Phone etiquette

Client communication

Job description

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.This position is with an Ameriprise Financial Franchise owner.Job DescriptionStep into an instrumental role by assisting with the daily operations of a fast-paced holistic financial planning practice.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 the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines.This role provides administrative support by scheduling meetings as needed, fielding incoming client phone calls, insuring office entry and lobby are clean and professional, logging incoming mail for the practice, greeting and interacting with clients as they arrive.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:Prepare correspondence for advisor signature when neededComplete incoming and outgoing mail along with compliance requirementsComplete application to be a Notary Public, after start dateDaily office up-keep/cleaningAnswer incoming and outgoing calls and transferring to the appropriate partyAssist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s)Greet clients upon arrival and extend hospitality to clientsFaxing/scanning/uploading/tasking items as neededDocument client contacts/calls/messages and schedule as neededMaintain office suppliesKey Traits of a Successful Administrative AssistantStrong organizational and computer skillsProfessional in appearanceDirect attention to detail and organizationEffective communication with clients and other advisors/staffEffective and efficient time managementPolite and clear phone mannersAbility to multi-taskAbility to adhere to rules and regulations as stated and required by advisor, Ameriprise FinancialAbility to support and provide guidance for compliance within the advisor's practicePositive attitude and sincere willingness to constantly learn and growEducation and Other Designations:Experience in working in a small office environmentBase Pay SalaryThe salary will be 40-50k/ yearFull-Time/Part-TimeFull timeAmeriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.