Client Services Admin for Financial Advisory Team

Ameriprise Financial Services, LLC; Village of Liverpool (NY); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) plan with employer matching

Job summary

Ameriprise Financial Services, LLC in New York is seeking an Administrative Assistant to support a fast-paced financial planning office. You will handle scheduling, client communications, records management, and various administrative tasks to help the advisory team deliver exceptional service.

The role involves coordinating appointments, maintaining client files, and assisting with office operations. A 2–3 year track record in an administrative role and strong English communication skills are

Qualifications

• Background check and fingerprinting required.
• 2–3 years of administrative experience (financial services a plus).
• Strong verbal and written English with a professional telephone manner.
• Exceptional attention to detail and strong organization, time management, and multitasking.
• Ability to learn independently and use available resources.
• Proactive problem-solving and comfort with spreadsheets, databases, and other business software.

Responsibilities

• Schedule client appointments and enter new prospect information into the client management system.
• Prepare meeting agendas, forms, and supporting documentation for client appointments.
• Conduct appointment reminder calls and follow up with clients.
• Welcome clients to the office and verify contact information.
• Coordinate client appreciation and office events.
• Answer client questions and provide account information as allowed by policy.
• Maintain client files and records in accordance with retention requirements.
• Update and maintain the client management system with documentation of interactions.
• Process incoming mail, log correspondence, and scan checks daily.
• Copy, scan, and organize financial and client documents.
• Assist with coordinating office operations and team support as needed.
• Perform additional administrative tasks as assigned.

Skills

Attention to detail

Time management

Communication

Problem solving

Organizational skills

Learning mindset

Customer service

Education

Associate's or Bachelor's degree

Tools

CRM software

Spreadsheets

Databases

Job description

Ameriprise Financial Services, LLC in New York is seeking an Administrative Assistant to support a fast-paced financial planning office. You will handle scheduling, client communications, records management, and various administrative tasks to help the advisory team deliver exceptional service.

The role involves coordinating appointments, maintaining client files, and assisting with office operations. A 2–3 year track record in an administrative role and strong English communication skills are