Part-Time Administrative Assistant: Client Experience & Office Support

Ameriprise Financial Services, LLC; Salisbury (MD); On-site; USD 17,000 - 24,000; Part time

Job summary

Ameriprise Financial Services, LLC in Salisbury, MD is seeking an Administrative Assistant to support the office and advisor operations.

You will greet clients, process deposits and mail, assist with copying, scanning and filing, and maintain files, records and schedules using MS Excel, Word, Outlook and other tools.

This part-time, on-site role requires integrity, discretion and strong written and verbal communication in a regulated financial services environment.

Qualifications

• Two years’ related experience and/or training; or equivalent combination of education and experience.
• Excellent written and verbal communication skills are essential and mandatory.

Responsibilities

• Greet clients
• Deposit & Log incoming checks/mail in to Ameriprise Mail Log
• Help with necessary copying, scanning and filing
• Assist in basic client service including, birthday cards and meeting confirmations
• Maintain files and records
• Update client data when instructed by Advisor
• Maintain office supplies and order more when needed
• Special projects as necessary
• Keep work methods and procedures up-to-date and compliant
• Plan and prioritize own work schedule
• Use to-do lists, calendars, computer software or other work/time management systems
• Assist with Online Client Experience set up and problem solving, as well as online set up for secure email
• Manage client experience and client touchpoints
• Assist with: Gifting, Client milestones, Events
• Assist in meeting preparations including pulling e-meeting & updating excel sheets.

Skills

Communication skills

Excel proficiency

Attention to detail

Discretion

Tools

MS Excel

MS Word

Outlook

Adobe

Teams

Accounting software

Contact management systems

Database software

Job description

Ameriprise Financial Services, LLC in Salisbury, MD is seeking an Administrative Assistant to support the office and advisor operations.

You will greet clients, process deposits and mail, assist with copying, scanning and filing, and maintain files, records and schedules using MS Excel, Word, Outlook and other tools.

This part-time, on-site role requires integrity, discretion and strong written and verbal communication in a regulated financial services environment.