Client-Centric Financial Office Admin & Scheduler

Ameriprise Financial

Honolulu (HI)

On-site

USD 49,500 - 60,500

Full time

14 days+

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Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Health insurance

Health savings account

Life insurance

Paid time off

Vision insurance

Job summary

Ameriprise Financial is seeking an Administrative Assistant to support a fast-paced financial planning office. You will schedule meetings, prepare client communications and presentations, and track new business.

The role involves coordinating events, responding to ad-hoc requests, and maintaining orderly records while adhering to advisor guidance and compliance requirements. The position offers long-term career opportunities within the operations division and requires in-person work at the

Qualifications

Experience providing administrative support in a professional setting.
Ability to handle client communications and scheduling.
Familiarity with FINRA guidelines is a plus.

Responsibilities

Prepare correspondence and client materials for advisors.
Schedule meetings, manage calendars, and prepare meeting agendas.
Respond to client inquiries and coordinate follow-ups.
Greet clients, provide hospitality, and document interactions.
Coordinate and track marketing events, seminars, and client appreciation activities.
Maintain files and organize records per policy.