Financial Planning Administrative Assistant

00001 Ameriprise Financial Inc; Mankato (MN); On-site; USD 40,000 - 50,000; Full time

Job summary

Ameriprise Financial is seeking an Administrative Assistant to support a fast-paced holistic financial planning practice in Mankato. You will schedule meetings, answer client calls, greet visitors, and maintain a professional lobby in line with company guidelines.

Responsibilities include preparing correspondence, processing mail, assisting advisors and paraplanners, handling notary tasks after start date, faxing, scanning, and keeping supplies stocked.

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

Job description

Ameriprise Financial is seeking an Administrative Assistant to support a fast-paced holistic financial planning practice in Mankato. You will schedule meetings, answer client calls, greet visitors, and maintain a professional lobby in line with company guidelines.

Responsibilities include preparing correspondence, processing mail, assisting advisors and paraplanners, handling notary tasks after start date, faxing, scanning, and keeping supplies stocked.