Financial Planning Administrative Assistant (On-Site)

COMFORT SYSTEMS; 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 financial planning practice in Mankato, MN. You will schedule meetings, handle client calls, greet visitors, and maintain the office in line with Ameriprise guidelines.

This on-site role requires strong organization, professional appearance, and excellent communication. You'll assist with mail, Notary Public application after start date, and office upkeep. Salary targets 40–50k per year.

Qualifications

• Experience in working in a small office environment.
• Strong organizational and communication abilities.
• Familiarity with basic office software and filing systems.

Responsibilities

• Prepare correspondence for advisor signature when needed.
• Handle mail and compliance-related tasks.
• Field incoming client calls and greet visitors.
• Schedule meetings and manage calendar logistics.
• Assist planning staff and advisors as needed.
• Maintain office supplies and keep the lobby clean.

Skills

Organizational skills

Computer skills

Professional appearance

Attention to detail

Effective communication

Time management

Multi-tasking

Compliance awareness

Team support

Education

Experience in working in a small office environment

Job description

Ameriprise Financial is seeking an Administrative Assistant to support a fast-paced financial planning practice in Mankato, MN. You will schedule meetings, handle client calls, greet visitors, and maintain the office in line with Ameriprise guidelines.

This on-site role requires strong organization, professional appearance, and excellent communication. You'll assist with mail, Notary Public application after start date, and office upkeep. Salary targets 40–50k per year.