Investment Advisory Support Specialist

Centennial Bank; Panama City (FL); On-site; USD 48,000 - 64,000; Full time

Job summary

Ameriprise Financial seeks an Administrative Assistant II - Investments to support financial advisors, manage client accounts, schedule meetings, and coordinate events in a compliant manner. The role requires handling inquiries, maintaining records, and assisting with onboarding and transfers within the office environment.

The ideal candidate has broad knowledge in finance-related fields and a four-year degree plus 5 years of related experience, with strong word processing, data entry and CRM

Qualifications

• Broad knowledge of fields such as accounting, marketing, business administration, finance; equivalent to a four year college degree, plus 5 years related experience and/or training.

Responsibilities

• Provide administrative support and maintain client account data.
• Schedule meetings, seminars, and conferences with clients.
• Maintain branch files, contracts, and compliance records.
• Assist with onboarding, account maintenance, transfers and service activities.
• Coordinate client events and referral tracking activities.

Skills

Word Processing

Typing

Accounting

Contact Management

Database

PowerPoint

10-Key

Spreadsheet

Education

Bachelor's degree

Tools

PowerPoint

Excel

Word

Job description

Ameriprise Financial seeks an Administrative Assistant II - Investments to support financial advisors, manage client accounts, schedule meetings, and coordinate events in a compliant manner. The role requires handling inquiries, maintaining records, and assisting with onboarding and transfers within the office environment.

The ideal candidate has broad knowledge in finance-related fields and a four-year degree plus 5 years of related experience, with strong word processing, data entry and CRM