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Position Description: Step into an instrumental role. 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 role provides administrative and client care support by answering phones, greeting clients, preparing presentations, preparing client communications, organizing client files, tracking new business correspondence, and coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, researching printer problems, and/or organizing the logistics of a client seminar. This role provides paraplanner support through gathering client data, preparing client deliverables, performing ad hoc requests. Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Position Functions: 40% Client Care
Answer questions and provide readily available information to clients
Document client contacts/calls
Greet clients upon arrival and extend hospitality to clients
Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation
Track client special events and make appropriate contact per established client contact model
Keeping client information up to date
Set up clients on the Secure Site, enroll in Total View, and be readily able to educate clients and answer their questions about features of the tools.
35% Administrative Assistance
Prepare correspondence for advisor signature
Copy, file, and track all client and practice materials and maintaining a paperless office
Copy and follow-up with home office on related issues
Checking mail daily and logging incoming new business
Schedule client appointments and prepare agendas/ forms for appointments
Conduct client appointment reminder calls and check-in calls on follow up items
Order supplies and other office related items
Respond to ad hoc requests and perform other allowable duties as assigned by the financial advisor(s)
Gather and enter client data into Financial Planning Tool Suite
Preparing client deliverables
Assist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s)
Key Traits of a Successful Administrative Assistant/ Paraplanner:
Strong organizational and computer skills
Direct attention to detail and organization
Effective communication with clients and other advisors/staff
Effective and efficient time management
Polite and clear phone manner
Ability to multi-task
Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
Ability to support and provide guidance for compliance within the advisor's practice
Positive attitude and sincere willingness to constantly learn and grow
Education and Other Designations:
High school degree or higher (College degree preferred)