Administrative assistant

00001 Ameriprise Financial Inc; Mankato (MN); On-site; USD 40,000 - 50,000; Full time

Job summary

Ameriprise Financial is seeking an Administrative Assistant to support a fast-paced holistic financial planning practice in Mankato. You will schedule meetings, answer client calls, greet visitors, and maintain a professional lobby in line with company guidelines.

Responsibilities include preparing correspondence, processing mail, assisting advisors and paraplanners, handling notary tasks after start date, faxing, scanning, and keeping supplies stocked.

Qualifications

• Experience in working in a small office environment

Responsibilities

• Prepare correspondence for advisor signature when needed
• Complete incoming and outgoing mail along with compliance requirements
• Complete application to be a Notary Public, after start date
• Daily office up-keep/cleaning
• Answer incoming and outgoing calls and transferring to the appropriate party
• Assist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s)
• Greet clients upon arrival and extend hospitality to clients
• Faxing/scanning/uploading/tasking items as needed
• Document client contacts/calls/messages and schedule as needed
• Maintain office supplies

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 Description Step 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 needed Complete incoming and outgoing mail along with compliance requirements Complete application to be a Notary Public, after start date Daily office up-keep/cleaning Answer incoming and outgoing calls and transferring to the appropriate party Assist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s) Greet clients upon arrival and extend hospitality to clients Faxing/scanning/uploading/tasking items as needed Document client contacts/calls/messages and schedule as needed Maintain office supplies

Key Traits of a Successful Administrative Assistant

Strong organizational and computer skills Professional in appearance Direct attention to detail and organization Effective communication with clients and other advisors/staff Effective and efficient time management Polite and clear phone manners Ability to multi-task Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial Ability to support and provide guidance for compliance within the advisor's practice Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations:

Experience in working in a small office environment

Base Pay Salary

The salary will be 40-50k/ year Full-Time/Part-Time Full time

Ameriprise 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.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.

Explore opportunities within each business and region below. Ameriprise US | Careers Ameriprise India | Careers Columbia Threadneedle Investments US | Careers Columbia Threadneedle Investments EMEA APAC | Careers RiverSource | Careers

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