Client Service/Administrative Assistant Client Service/Administrative Assistant …

Ameriprise Financial, Inc.
in Indianapolis, IN, United States
Permanent, Full time
Be the first to apply
Ameriprise Financial, Inc.
in Indianapolis, IN, United States
Permanent, Full time
Be the first to apply
Client Service/Administrative Assistant
Job 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.

Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business, professional ethics, and legal regulatory requirements when interacting with others and/or performing work activities. This role provides client relationship support through direct interaction with clients to ensure accurate account set up and acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar. 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: Administrative / Business Management
  • Prepare correspondence for advisor signature
  • Copy and follow-up with home office on related issues
  • Coordinate marketing events and client appreciation events for the practice
  • Conduct client appointment reminder calls and check-in calls on follow up items
  • Work with home office to ensure accurate account setup and resolve issues
  • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
  • Manage the flow of wholesalers in the office. Submit/track any invoices for agreed upon payments
  • Assist the paraplanner(s), associate financial advisor(s) and advisor(s)
  • Perform other allowable duties as assigned by the financial advisor(s)
Client Care
  • Greet clients upon arrival
  • Set up and maintain client management system
  • Maintain files and records in accordance with the records retention policy
  • Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation tasks
  • Document client contact/calls
  • Possible conduct of transaction requests as directed by financial advisor(s) and associate financial advisor(s)

Required Qualifications

Key Traits of a Successful Client Service / Administrative Assistant:
  • 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, Ameriprise Financial, and industry
  • 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:
  • Bachelor's Degree preferred, minimum Associate Degree
  • 2+ years of similar experience
  • Experience in Microsoft Suite applications necessary. Additional experience in Salesforce would be helpful.
**Salary confidential at this time and commiserate with qualifications and experience.
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