Administrative Assistant

Ameriprise Financial; Salisbury (MD); On-site; USD 17,000 - 24,000; Part time

Job summary

Ameriprise Financial is seeking an Administrative Assistant/Receptionist to support the daily operations of a busy office. The role involves greeting clients, handling mail, scheduling, basic data entry, and assisting with client communications to keep the practice compliant and organized.

The ideal candidate has at least two years of related experience or training, strong written and verbal communication skills, and proficiency with MS Office applications such as Excel, Word, Outlook, and

Qualifications

• Two years of related experience and/or training, or an equivalent combination of education and experience.
• Proficiency with MS Office applications and standard office equipment.
• Ability to communicate clearly in writing and verbally; professional presentation of information.

Responsibilities

• Greet clients and manage front-desk activities.
• Deposit and log checks/mail; maintain files and client records.
• Assist in basic client service, scheduling, and meeting preparations.
• Maintain office supplies and support special projects; ensure procedures are up-to-date and compliant.

Skills

Excellent communication

Interpersonal skills

Time management

Attention to detail

Tools

MS Excel

MS Word

Outlook

Adobe

Teams

Accounting software

Database software

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 DescriptionThe Administrative Assistant position supports the many different tasks that tie directly to the overall success of the practice. The role allows the Advisor the assurance he/she needs to know that his/her Office/Practice is being maintained and supported within Ameriprise Financial guidelines as well as those outlined by the Advisor.Physical Demands:This position requires the ability to handle significant levels of varied stresses, in particular mental stresses and fatigues. This position operates in a fast paced, highly regulated and ever-changing environment. There are no significant physical demands other than the endurance required to deal with the fast pace and stresses.Key ResponsibilitiesBusiness and Practice ManagementGreet clientsDeposit & Log incoming checks/mail in to Ameriprise Mail LogHelp with necessary copying, scanning and filingAssist in basic client service including, birthday cards and meeting confirmationsMaintain files and recordsUpdate client data when instructed by AdvisorMaintain office supplies and order more when neededSpecial projects as necessaryKeep work methods and procedures up-to-date and compliantPlan and prioritize own work scheduleUse to-do lists, calendars, computer software or other work/time management systemsAssist with Online Client Experience set up and problem solving, as well as online set up for secure emailManage client experience and client touchpointsAssist with: Gifting, Client milestones, EventsAssist in meeting preparations including pulling e-meeting & updating excel sheets. Key Skills/Abilities/Knowledge/Competencies:For success in this role, an individual must be able to perform each primary responsibility at a basic level. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Education and/or Experience:Two years’ related experience and/or training; or equivalent combination of education and experience.Language Skills:Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulationsAble to write reports, business correspondence, and procedure manualsAble to effectively present information and respond to questions from managers, clients, customers, and the general public.Excellent written and verbal communication skills are essential and mandatoryComputer Skills:Able to use MS Excel, MS Word, Outlook, Adobe, Teams, accounting software, contact management systems, database software and other software tools as necessaryTechnical duties, tasks, and skills: Able to process Money Movement requests Able to prepare and understand a financial planAble to navigate the Ameriprise Financial website and guide clients through the websiteOther Skills and Abilities:It is essential that the Receptionist role has a high degree of integrity, honesty, commitment and trust. The financial health, image and goodwill of the company are highly influenced by the person holding this position.A successful Receptionist will have excellent inter and intrapersonal relationship skills, effective communication skills and the willingness to show empathy and understanding for various points of view.Able to communicate with clients in a professional, clear and concise manner is essential.The Receptionist must exercise discretion in dealing with the personal information of clients.Work Environment:The work environment is typical office work such as you would find in a bank, insurance business, accounting firm, law firm or other professional office. There are no unusual or significant hazards and reasonable accommodations can usually be made.Base Pay SalaryThe salary will be $15/ hour, part timeFull-Time/Part-TimePart 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.