Financial Administrative Assistant Financial Administrative Assistant …

Ameriprise Financial, Inc.
in Opelika, AL, United States
Permanent, Full time
Last application, 22 Jul 21
Ameriprise Financial, Inc.
in Opelika, AL, United States
Permanent, Full time
Last application, 22 Jul 21
Financial Administrative Assistant
Job Description

Financial Administrative Assistant (full-time, entry level)
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 support by scheduling meetings, preparing presentations, client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, scanning, researching printer problems and/or the logistics of a client seminar.

This position allows 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 needs to know that his practice is being maintained and supported within Ameriprise Financial guidelines.


  • Greet clients upon arrival and extend hospitality to them
  • Answer and document all client calls/contacts
  • Schedule client appointments and complete meeting preparation for appointments
  • Conduct client appointment reminder calls and check-in calls on follow up items
  • Copy, scan and track all client and practice materials including business correspondence
  • Copy and follow-up with home office on related issues
  • Assist the planning assistant, paraplanner and advisor
  • Prepare correspondence for advisor's signature
  • Perform notary public services as needed
  • Track client special events and make appropriate contact per established client contact model
  • Perform other allowable duties as assigned by the financial advisor
* Responsibilities will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Required Qualifications

Key Traits of a Successful Administrative Assistant:
  • Direct attention to detail
  • Ability to work as a team player
  • Strong organizational and time-management skills
  • Ability to multi-task and prioritize tasks
  • Effective communication with clients, other advisors and staff
  • Polite and clear phone manner
  • Ability to adhere to rules and regulations required by the advisor, Ameriprise and FINRA
  • Ability to support and provide guidance for compliance within the advisor's practice
  • Positive attitude and sincere willingness to constantly learn and grow
Requirement Qualifications:
  • Minimum high school diploma/GED or higher
  • 3+ years experience in similar office environment
  • Experience working in a fast-paced environment
  • Strong computer skills; Proficiency in MS Word, Excel and Outlook
Special Requirements:
  • Pass a fingerprint and background check through Ameriprise
  • Maintain strict confidentiality in and outside the office
  • Complete regulatory training through Ameriprise
  • Become an Alabama notary public

About Our Company

With the right company, life can Be Brilliant®. 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 and we can Be Brilliant® together.

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.
Ameriprise Financial, Inc. logo
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