Receptionist/Administrative Assistant

Administrative Assistant

The Administrative Assistant position supports the many different tasks that tie directly to the overall success of the practice. The role allows the Advisor the assurance he/she needs to know that his/her Office/Practice is being maintained and supported within Ameriprise Financial guidelines as well as those outlined by the Advisor

Reports to

Lead Advisor / Partner

Certificates, Licenses, Designations Required

* Notary or willing to become a Notary

Compensation

Hourly – $22/hour, negotiable for more experienced candidates

Hours

Open to part-time or full-time applicants, our office operates under normal business hours M-F. No opportunity for remote work for this position.

Benefits

PTO, 401(k) match and health insurance available for full-time candidates

Key Responsibilities

Business and Practice Management

• Front desk responsibilities including greeting clients & offering refreshments
• Log incoming checks/mail in to Ameriprise Mail Log
• Help with necessary copying, scanning and filing
• Assist in basic client service including scheduling and confirming appointments
• Meeting preparation
• Coordinating weekly office lunches
• Updating client database
• Maintain office supplies and order more when needed
• Paying office bills
• 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, software or other work/time management systems
• Perform other allowable duties as assigned by the Financial Advisor(s)

Education and/or Experience

• Two years’ related experience and/or training; or equivalent combination of education and experience.
• Continuing education – Lifelong learning is expected

Key Skills/Abilities/Knowledge/Competencies

For success in this role, an individual must be able to perform each primary responsibility at a basic level. The requirements listed below are...