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Financial Services Administrative Assistant

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee...

Job Views ( 6 )

Bluffton, Ohio

Hancock County

4/16/2021

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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.

 

Duties & Responsibilities:

  • Assist in daily business operations
  • Complete tasks previously performed by the advisor, allowing the advisor to focus more time and energy on client acquisition and deepening client relationships
  • Support different tasks for which the practice is responsible and ties directly to the overall business plan of the practice
  • Allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines
  • Provide administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business correspondence
  • Responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, and researching printer problems
  • Administrative Duties: scheduling, running errands, stocking supplies, sorting and sending mail, answering and routing phone calls, managing social media, and greeting visitors
  • Financial Duties: purchasing

 

Job Information:

  • Hours per week: 10 – 19
  • Typical Workdays: Monday – Thursday (8:00 a.m. – 4:00 p.m.)

 

To Apply: Submit resume to [email protected]

Job Requirements

View Job at OMJ

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