Step into an instrumental role. Help conduct the smooth operation of a fast-paced and friendly financial planning office. Work as an employee of the largest independent advisor franchisee at Ameriprise Financial. Assist in daily business operations.

The Administrative Assistant will assist a group of financial advisors in managing and organizing workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This role requires excellent time management skills, strong organizational abilities, and a client-focused mindset. The Administrative Assistant will be responsible for a variety of tasks that contribute to the efficiency and productivity of our office environment.

Duties

• Manage front desk operations, including greeting visitors and answering phone systems.
• Perform clerical duties such as filing, data entry, and maintaining office supplies.
• Assist in scheduling appointments and managing calendars for team members.
• Provide client support by addressing inquiries and resolving issues promptly.
• Maintain organized records and files to facilitate easy access to information.
• Support other administrative tasks as assigned by management.

Qualifications

• Previous experience as an Administrative Assistant, preferably in financial advisory practice
• High level of interpersonal skills
• Strong organizational skills with the ability to prioritize tasks effectively
• Excellent time management skills to handle multiple responsibilities efficiently
• Exceptional communication skills, both verbal and written
• Attention to detail with strong proofreading capabilities
• Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations:

• College degree or higher (preferred)
• 2+ years of similar experience

What We Offer:

• Competitive salary
• Health Benefits, 401(k) Retirement Plan with Employer Match, Paid Holidays, Paid Vacation