Financial Practice Admin Assistant – On-Site Growth

Threadneedle group; Mankato, Northern (MN, KY); Hybrid; USD 40,000 - 50,000; Full time

Job summary

Ameriprise Financial, through a local franchise, is seeking an Administrative Assistant in Mankato, MN to support daily operations of a holistic financial planning practice. The role focuses on scheduling, client contact, and office administration to ensure smooth service delivery with Ameriprise guidelines.

The candidate will manage correspondence, greeting clients, and maintaining compliance-driven processes while collaborating with advisors and staff in a fast-paced environment.

Qualifications

• Experience in a small office environment.
• Strong organizational and computer skills.
• Professional in appearance; detail-oriented and organized.
• Excellent communication with clients and staff; responsive to inquiries.

Responsibilities

• Prepare correspondence for advisor signature when needed.
• Complete incoming and outgoing mail with compliance requirements.
• Complete Notary Public application after start date.
• Daily office upkeep and cleaning.
• Answer and transfer calls to appropriate party.
• Assist planning assistants, paraplanners, and advisors.
• Greet clients and extend hospitality on arrival.
• Fax, scan, upload, and task documents as needed.
• Document client contacts/calls/messages and schedule as needed.
• Maintain office supplies.

Skills

Organization

Computers

Professional appearance

Attention to detail

Communication

Time management

Phone etiquette

Multi-tasking

Compliance knowledge

Learning mindset

Education

Small office experience

Job description

Ameriprise Financial, through a local franchise, is seeking an Administrative Assistant in Mankato, MN to support daily operations of a holistic financial planning practice. The role focuses on scheduling, client contact, and office administration to ensure smooth service delivery with Ameriprise guidelines.

The candidate will manage correspondence, greeting clients, and maintaining compliance-driven processes while collaborating with advisors and staff in a fast-paced environment.