Administrative/Planning Assistant Administrative/Planning Assistant …

Ameriprise Financial, Inc.
in Ocala, FL, United States
Permanent, Full time
Last application, 21 Apr 21
Ameriprise Financial, Inc.
in Ocala, FL, United States
Permanent, Full time
Last application, 21 Apr 21
Administrative/Planning Assistant
Job Description

Step into an instrumental role with a Franchise Advisory practice of Ameriprise Financial, focused on helping individuals navigate various life transitions and retire confidently. Help conduct the smooth operation of a fast-paced, friendly financial planning office and assist in daily business operations.

This position complements or completes tasks previously performed by the advisors, allowing the advisors to focus more time and energy on client-facing activities including client acquisition and deepening existing client relationships. The administrative/planning assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of this team practice. The administrative assistant allows the franchise advisor the assurance to know the practice is being maintained and supported within Ameriprise Financial guidelines.

This role provides administrative support by coordinating with clients, scheduling meetings, preparing meeting agendas, preparing client communications, and tracking new business correspondence. This role is responsible for responding to ad hoc requests, assist in the coordination or tracking of service opportunities, and/or managing business-as-usual projects such as filing, copying, scanning, trouble-shooting service issues, and/or organizing the logistics of an exceptional client service model.


Responsibilities and Time Allocation - Will change over time to meet the growing needs of the practice and can include other duties as assigned by the advisor.

Position Functions:

90% Administrative and Planning Assistance
  • Prepare correspondence for advisor signature
  • Copy and track all client and practice materials including business correspondence
  • Copy and follow-up with home office on related issues
  • Schedule client appointments and assist in preparation of agendas/forms for appointments
  • Conduct client appointment reminder calls and check-in calls on follow up items
  • Assist the client service manager, associate financial advisor, and financial advisor
  • Perform other allowable duties as assigned by the financial advisors
10%Client Care
  • Greet clients upon arrival and extend hospitality to clients
  • Assist in establishing and maintaining effective client management (e.g., proactive contacts with clients and meeting scheduling)
  • Write notes or letters to clients on personal letterhead of an administrative nature only and administer client appreciation (e.g., birthday, congratulations, sympathy cards)
  • Document client contacts/calls
  • Track client special events and make appropriate contact per established client contact model

Key Traits of a Successful Administrative/Planning Assistant:
  • Strong organizational and computer skills
  • Direct attention to detail and organization
  • Effective communication with clients, advisors, and staff
  • Effective and efficient time management
  • Polite and professional phone skills
  • Ability to multi-task
  • Ability to adhere to rules and regulations as stated and required by advisors 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

Required Qualifications

Education and Requirements:
  • High School Diploma (Required)
  • 3+ years of similar work experience
  • Must be able to pass an FBI background check/fingerprinting
Job Type: Full Time (35 Hours per week; Monday to Friday - 8:30 am to 3:30 pm)

Starting Hourly Pay: From $17-$20/Hour
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