Client Service Admin (Registered) – Path to Financial Advisor

Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC; Omaha (NE); On-site; USD 40,000 - 52,000; Full time

Job summary

Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking an Administrative Assistant (Registered) for a full-time, on-site role in Omaha, NE. This position supports advisors and office leadership, handling multiple tasks with accuracy and regulatory awareness to ensure a smooth operation.

The role offers a path to become a Financial Advisor if desired, with emphasis on confidentiality and client-focused service in a professional settings.

Qualifications

• Previous experience in financial services or wealth management.
• Relevant registration or licensing as required by Ameriprise and applicable regulations (or ability to obtain within a specified timeframe).
• Strong administrative and clerical skills, including Administrative Assistance and Clerical Skills.
• Executive Administrative Assistance experience, supporting advisors or senior professionals in a financial or professional services environment.
• Excellent Communication abilities with professional Phone Etiquette and client-service orientation.
• Proficiency with office software (e.g., Microsoft Office suite), calendars, and client management systems.
• Ability to maintain confidentiality and follow regulatory and compliance requirements.
• Detail-oriented, highly organized, and able to manage multiple tasks in a fast-paced office setting.
• High school diploma or equivalent required; post-secondary education in business, finance, or a related field is a plus.

Skills

Administrative support

Executive assistance

Client-service orientation

Communication

Phone etiquette

Office software

Confidentiality

Multitasking

Education

High school diploma

Business/finance coursework

Tools

Microsoft Office

Client management systems

Job description

Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking an Administrative Assistant (Registered) for a full-time, on-site role in Omaha, NE. This position supports advisors and office leadership, handling multiple tasks with accuracy and regulatory awareness to ensure a smooth operation.

The role offers a path to become a Financial Advisor if desired, with emphasis on confidentiality and client-focused service in a professional settings.