Provide exceptional service to the business by greeting/assisting all visitors, answering and transferring incoming calls, and help create/maintain a warm welcoming office environment. Help conduct the smooth operation of a fast-paced and friendly financial planning office. Assist in daily business operations and provide administrative support to the financial planning practice.
Work Schedule: Monday -- Friday (8:30 am - 5 pm)
About Financial IQ Partners We're 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 Financial IQ Partners.
Greet clients upon arrival and extend hospitality
Answer/route incoming calls
Thorough tracking of all incoming faxes and mail
Coordinate office equipment maintenance and technology
Set and maintain office atmosphere (cleanliness, magazines, coffee, tea, garbage, office d??cor)
Track and maintain inventory of office supplies
Prepare correspondence for advisor review
Assist the planning assistants, associate financial advisor and advisors with meeting preparation
Organize electronic client files
Responsibilities can change over time to meet the needs of the practice and can include other duties as assigned by the advisor
Ability to portray a professional and friendly image is extremely important
Be professional, energetic, and dependable
Possess strong attention to detail
Proficient user of Microsoft Office; focused on Word, Excel & Outlook
Must pass fingerprint and criminal background check
No financial licensing required
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.