Receptionist/Administrative Assistant

00001 Ameriprise Financial Inc; Glendale (CA); Presencial; USD 25.000 - 36.000; Jornada completa

Descripción de la vacante

Ameriprise Private Wealth Advisory Practice in Glendale, AZ is seeking a front-line client service professional to handle incoming calls, schedule meetings, and coordinate client communications. You will deliver professional service and maintain accurate records for the team.

Responsibilities include calendar management, greeting clients, routing requests, preparing reports, and supporting various administrative tasks across the practice.

Formación

• At least one year of client service experience in a fast-paced environment.
• Strong customer service and interpersonal skills for handling sensitive and confidential situations.
• Proficiency in CRM, Excel, Word, and Outlook is required.
• Ability to adhere to Advisor and Ameriprise Financial rules and regulations.

Responsabilidades

• Answer incoming calls and route to the appropriate team.
• Manage calendars, meetings, and client communications.
• Greet clients and direct them to the right area.
• Coordinate mailings and prepare correspondence.
• Provide general administrative support and reports.
• Assist with special projects across the company.

Conocimientos

Client service

Customer service

Interpersonal skills

Organizational skills

Initiative

Professionalism

CRM

Excel

Word

Outlook

Compliance awareness

Descripción del empleo

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

An Ameriprise Private Wealth Advisory Practice in Glendale, Arizona assisting clients in meeting their financial goals with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.

Acts as the voice of the practice in serving as the initial point of contact for incoming client calls and client service needs. Aids in a variety of administrative and client service functions with a strong emphasis on professionalism.

Qualifications

• At least one year of client service experience in a fast-paced environment.
• Strong customer service and interpersonal skills for handling sensitive and confidential situations.
• Organizational skills, ability to prioritize a diverse workload and multi-tasking, and taking initiative in daily responsibilities.
• Strong work ethic, courteous, team player, and high degree of professionalism.
• Proficiency in CRM, Excel, Word, and Outlook is required.
• Ability to adhere to rules and regulations as stated and required by Advisor and Ameriprise Financial.
• Ability to support compliance within the Advisor’s practice.

Position Responsibilities

• Responsible for answering all incoming calls, helping clients when possible, taking accurate messages, and routing calls appropriately.
• Ensures clients are connected with the appropriate team member to handle their needs.
• Greets clients, extends hospitality, directs them to the appropriate area, and alerts appropriate team member.
• Responsible for calendar management; including, scheduling and confirming client appointments, preparing agendas and required forms for meetings, maintaining service cycles, and properly documenting all client contact.
• Routes incoming mail and correspondence.
• Prepares outgoing mail and correspondence.
• Coordinates monthly/quarterly/yearly mailings for the practice.
• Provides general administrative support such as preparing correspondence, the completion of forms, generating reports, processing confidential documents, and maintaining supplies for the practice.
• Assists with special projects for various areas of the Company.

Full-time / Part-time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation.

For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact.

As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers:

• Ameriprise Financial: Financial planning, advice and wealth management.
• Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients.
• RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.