Part-Time Administrative Assistant for Financial Practice

Ameriprise Financial

Salisbury (MD)

On-site

USD 17,000 - 24,000

Part time

11 days ago
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Job summary

Ameriprise Financial is seeking an Administrative Assistant/Receptionist to support the daily operations of a busy office. The role involves greeting clients, handling mail, scheduling, basic data entry, and assisting with client communications to keep the practice compliant and organized.

The ideal candidate has at least two years of related experience or training, strong written and verbal communication skills, and proficiency with MS Office applications such as Excel, Word, Outlook, and

Qualifications

  • Two years of related experience and/or training, or an equivalent combination of education and experience.
  • Proficiency with MS Office applications and standard office equipment.
  • Ability to communicate clearly in writing and verbally; professional presentation of information.

Responsibilities

  • Greet clients and manage front-desk activities.
  • Deposit and log checks/mail; maintain files and client records.
  • Assist in basic client service, scheduling, and meeting preparations.
  • Maintain office supplies and support special projects; ensure procedures are up-to-date and compliant.

Skills

Excellent communication
Interpersonal skills
Time management
Attention to detail

Tools

MS Excel
MS Word
Outlook
Adobe
Teams
Accounting software
Database software

Job description

Ameriprise Financial is seeking an Administrative Assistant/Receptionist to support the daily operations of a busy office. The role involves greeting clients, handling mail, scheduling, basic data entry, and assisting with client communications to keep the practice compliant and organized.

The ideal candidate has at least two years of related experience or training, strong written and verbal communication skills, and proficiency with MS Office applications such as Excel, Word, Outlook, and

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