MacKelfresh & Associates, a private wealth advisory practice with Ameriprise Financial, is looking for an experienced Office Administrator to work with a high-producing team of financial advisors and marketing personnel to help families and business owners fulfill their financial goals and dreams.
This employee will be responsible for daily office needs such as answering phones, greeting clients, scheduling, and general administrative activities such as filing, document scanning, database entry, and compliance documentation. This position will rely on the use of various web-based tools and databases, proprietary and public, to assist advisors and staff with client service and plan implementation. A working knowledge of Microsoft Office and an intuitive ability to navigate software and computer applications is a must.
This employee must be committed to developing the knowledge base necessary to perform their duties, as well as exhibit a commitment to the success of the company. This position can provide long-term growth opportunities for the right candidate who is looking to get involved with and understand multiple facets of the financial service industry.
Come work with a group of professionals that value teamwork, collaboration, professional development and family. In return, this employee will represent our practice by demonstrating behaviors that reflect the MacKelfresh & Associates culture of service: Seek to Understand, Act on Principles, Cultivate Results and Enjoy the Journey.
Starting salary:
Benefits provided:
After 60 days: 100% Employee paid medical insurance
After 90 days: Group Short/Long-Term Disability and Basic Life Insurance
After one year: 401(k) plan participation (if age 21+)
Paid time off and company holidays
Responsibilities
Client Care (50%) - Data entry to client management system
- Call clients or prospects to set up meetings or appointments
- Write notes or letters to clients of administrative nature only and handle client appreciation
- Prepare and confirm client meetings, and if necessary, attend and participate
- Follow up with clients as needed on outstanding administrative needs
- Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)
- Answer unsolicited calls from prospects to schedule appointments or refer to advisor
Business Management (50%) - Work with home office to ensure accurate account setup and resolve issues
- Maintain files and records in accordance with the records retention policy
- Order supplies and other office related items, lobby maintenance, minor errands
- Review work methods and procedures for possible quality improvements and efficiencies
- Scanning, filing, submission of forms to home office
- Maintain Compliance protocols such as Mail and Funds log, check submission and licensing requirements
- Email administration or routing; Coordination with other departments
Required Qualifications
Minimum education:
High School diploma or GED; Associates Degree preferred
Experience:
1-5 years; Financial Industry experience preferred
Basic Skills: - Honesty
- Professionalism
- Positive attitude
- Telephone etiquette
- Problem solving
- Organizational skills; Attention to Detail
- Knowledge of Microsoft Office
- Experience working in an CRM system (Salesforce preferred)
- Ability to maintain confidentiality
- Ability to prioritize and work under pressure with changing deadlines
- Ability to multi-task while maintaining quality in a fast-paced environment
- Ability to work independently
About Our Company
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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. |
