Administrative Assistant
Company Name:
Ameriprise Financial
administrative
Assistant
Job ID 1454BR
Recruiting Location Shreveport, LA
Full-Time / Part-Time Advisor Franchisee
Job Family Franchise
Job Function Administrative
Job Description Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
This position completes tasks which allow the advisor to focus more time and energy on client acquisition and deepening client relationships. The administrative assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The administrative assistant allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines.
This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and managing business-as-usual projects such as filing, copying, researching printer problems, and organizing the logistics of a client seminar.
Responsibilities Responsibilities and Time Allocation - Will change over ti me to meet the needs of the practice and can include other duties as assigned by the advisor.
Position Functions:
90% Administrative Assistance
- Manage the advisor's calendar and email.
- Prepare correspondence for advisor signature.
- Prepare and process client applications.
- Copy and track all client and practice materials including business correspondence.
- Copy and follow-up with home office on related issues.
- Schedule client appointments and prepare agendas/forms for appointments.
- Complete and track post-meeting tasks and transactions.
- Conduct client appointment reminder calls and check-in calls on follow up items.
- Assist the planning assistants, associate financial advisors and advisors.
- Perform other allowable duties as assigned by the financial advisors.
10% Client care
- Greet clients upon arrival and extend hospitality to clients.
- Answer/route incoming calls and perform problem-solving for client issues.
- Set up and maintain client management system.
- Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation.
- Document client contacts/calls.
- Track client special
events
and make appropriate contact per established client contact model.
Required Qualifications Education and
Experience:
- College degree.
- Proficient with Microsoft Excel, Word, PowerPoint, and Outlook.
- Financial planning industry experience desired.
About Ameriprise Focused on people, not just our bottom line.
Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll have plenty of opportunities to make your mark at the office - and a difference in your
community
. So if you're talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial.Estimated Salary: $20 to $28 per hour based on qualifications.
Ameriprise Financial
administrative
Assistant
Job ID 1454BR
Recruiting Location Shreveport, LA
Full-Time / Part-Time Advisor Franchisee
Job Family Franchise
Job Function Administrative
Job Description Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
This position completes tasks which allow the advisor to focus more time and energy on client acquisition and deepening client relationships. The administrative assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The administrative assistant allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines.
This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and managing business-as-usual projects such as filing, copying, researching printer problems, and organizing the logistics of a client seminar.
Responsibilities Responsibilities and Time Allocation - Will change over ti me to meet the needs of the practice and can include other duties as assigned by the advisor.
Position Functions:
90% Administrative Assistance
- Manage the advisor's calendar and email.
- Prepare correspondence for advisor signature.
- Prepare and process client applications.
- Copy and track all client and practice materials including business correspondence.
- Copy and follow-up with home office on related issues.
- Schedule client appointments and prepare agendas/forms for appointments.
- Complete and track post-meeting tasks and transactions.
- Conduct client appointment reminder calls and check-in calls on follow up items.
- Assist the planning assistants, associate financial advisors and advisors.
- Perform other allowable duties as assigned by the financial advisors.
10% Client care
- Greet clients upon arrival and extend hospitality to clients.
- Answer/route incoming calls and perform problem-solving for client issues.
- Set up and maintain client management system.
- Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation.
- Document client contacts/calls.
- Track client special
events
and make appropriate contact per established client contact model.
Required Qualifications Education and
Experience:
- College degree.
- Proficient with Microsoft Excel, Word, PowerPoint, and Outlook.
- Financial planning industry experience desired.
About Ameriprise Focused on people, not just our bottom line.
Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll have plenty of opportunities to make your mark at the office - and a difference in your
community
. So if you're talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial.Estimated Salary: $20 to $28 per hour based on qualifications.
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