Investment Admin Assistant — Client & Operations

Happy State Bank; Panama City (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

Ameriprise Financial in Panama City, FL is seeking an Administrative Assistant II - Investments to support advisors and the practice. You will manage client data, handle inquiries, coordinate events and meetings, and maintain compliance records in line with company guidelines.

The role emphasizes onboarding support, account maintenance, referrals tracking, and collaboration with branch partners to ensure smooth operations and accurate client communications.

Qualifications

• Broad knowledge in accounting, marketing, business administration or finance.
• Equivalent to a four year college degree, plus 5 years related experience.
• Excellent written and verbal communication skills.

Responsibilities

• Provide administrative support to Advisors and Practice Manager.
• Maintain client account data and manage inquiries.
• Schedule client meetings, seminars, and conference calls.
• Maintain branch files, contracts, and compliance records.
• Assist with onboarding, transfers, and service activities.

Skills

Administrative support

Client data management

Schedule coordination

Communication

Attention to detail

Education

Bachelor's degree or equivalent

Tools

Word Processing

PowerPoint

CRM / Contact Management

Accounting software

Job description

Ameriprise Financial in Panama City, FL is seeking an Administrative Assistant II - Investments to support advisors and the practice. You will manage client data, handle inquiries, coordinate events and meetings, and maintain compliance records in line with company guidelines.

The role emphasizes onboarding support, account maintenance, referrals tracking, and collaboration with branch partners to ensure smooth operations and accurate client communications.