Financial Planning Admin Assistant | Client-Focused Operations

Ameriprise Financial Services, LLC; Mankato (MN); On-site; USD 40,000 - 50,000; Full time

Job summary

Ameriprise Financial is seeking an Administrative Assistant to support the daily operations of a fast-paced holistic financial planning practice in Minnesota. You will assist with scheduling, client calls, and office duties to keep the practice running smoothly.

You will greet clients, manage mail, coordinate with the advisor team, and ensure compliance with Ameriprise Financial guidelines. The role offers full-time or part-time options and a collaborative environment that values accuracy and

Qualifications

• Experience in working in a small office environment.

Responsibilities

• Prepare correspondence for advisor signature when needed.
• Complete incoming and outgoing mail along with compliance requirements.
• Complete application to be a Notary Public, after start date
• Daily office up-keep/cleaning
• Answer incoming and outgoing calls and transferring to the appropriate party
• Assist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s)
• Greet clients upon arrival and extend hospitality to clients
• Faxing/scanning/uploading/tasking items as needed
• Document client contacts/calls/messages and schedule as needed
• Maintain office supplies

Skills

Organization

Professionalism

Detail orientation

Communication

Time management

Phone etiquette

Multitasking

Compliance awareness

Learning mindset

Job description

Ameriprise Financial is seeking an Administrative Assistant to support the daily operations of a fast-paced holistic financial planning practice in Minnesota. You will assist with scheduling, client calls, and office duties to keep the practice running smoothly.

You will greet clients, manage mail, coordinate with the advisor team, and ensure compliance with Ameriprise Financial guidelines. The role offers full-time or part-time options and a collaborative environment that values accuracy and