Managing calendars, scheduling client appointments, and organizing meetings. Prepare and distribute reports, presentations, and correspondence. Assist in document management, including filing, scanning, and maintaining client records. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts. Support the onboarding process for new clients, ensuring all necessary paperwork is completed accurately and efficiently... more details
Step into an instrumental role. Help conduct the operation of a fast-paced and friendly financial planning office with an independent advisor. You will play a crucial role in supporting our mission of helping clients achieve their financial goals by providing the smooth and efficient operation of our office, supporting the principle financial adviser, and maintaining a professional and welcoming environment for our clients.
This role provides client relationship and general practice management support through gathering client data, helping prepare other client deliverables and touch points such as greeting cards, organizing client files, setting up new business and performing other business management tasks as needed. If you have a strong background in office administration, excellent communication skills, and a keen interest in the financial services industry, we encourage you to apply.
Responsibilities:
Managing calendars, scheduling client appointments, and organizing meetings.
Prepare and distribute reports, presentations, and correspondence.
Assist in document management, including filing, scanning, and maintaining client records.
Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.
Support the onboarding process for new clients, ensuring all necessary paperwork is completed accurately and efficiently.
Set up and maintain client management system.
Document client contact/calls Salesforce CRM.
Maintain confidentiality and handle sensitive financial information with professionalism and discretion.
Qualifications:
AA Degree or Higher; additional education or certification in office administration or business.
Prior experience in the financial services industry is a plus.
Strong knowledge of financial terminology and basic understanding of financial products and services.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and other relevant software.
Excellent organizational and time management skills, with the ability to multitask and prioritize effectively.
Strong attention to detail and accuracy in data entry and record-keeping.
Exceptional verbal and written communication skills.
Ability to work independently and collaboratively within a team.
Discretion and professionalism when handling confidential information.
Familiarity with financial systems and software (e.g., CRM) is an advantage.
Previous experience in compliance and regulatory requirements within the financial services industry is a plus.
Current Series 7/66 License is a plus.
Salary:
Application Process:
If you are interested in joining our dynamic financial services team as a Financial Planning Assistant, please submit your resume along with a cover letter highlighting your relevant experience in the financial services industry. Please include specific examples of your administrative skills and your passion for working in this industry.
Benefits:
Retirement Plan
Retirement matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
Education:
Experience:
License/Certification:
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.
This position is with an Ameriprise Financial Franchise owner.
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.
California Residents Only: The estimated hourly rate for this role is Pay: $28.00 - $33.50 / hour. Base salaries are determined, in part, based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that support all aspects of your health and well-being.
Full time
