Client-Focused Administrative Assistant, Financial Planning

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

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.