Administrative Assistant

Job Description

Huddleston & Associates in Greenville, SC is seeking an Administrative Assistant to join our team. This is a unique opportunity for someone who has great people skills and attention to detail, to serve as the front office face-of-the-practice. Direct experience in the Financial Services industry is not required. Someone who has current or prior experience in the food service, hospitality or similar client/customer service industry may be a good fit. The position may be either full-time or part-time, depending on the availability of a well-suited candidate.

In addition to a team-oriented environment and potential for growth/advancement, Huddleston & Associates offers paid time off along with a competitive compensation and benefits package.

Responsibilities

Roles and Responsibilities

• Client Care:
  • Manage client meeting and appointment scheduling
  • Greet clients upon arrival and extend hospitality
  • Review and update client information in Ameriprise CRM as needed
  • Facilitate both incoming and outgoing client communications via telephone, e-mail, regular mail as allowed
• Administrative**:**
  • Help prepare for client meetings as needed
  • Process meeting notes and enter corresponding action items into contact management system
  • Prepare and send client meeting summary letters
  • Maintain files and records in accordance with the records retention policy
• Marketing:
  • Participate in bi-weekly Marketing meetings
  • Organize client appreciation events, seminars, and webinars
  • Perform client milestone acknowledgement activities including cards and gifts
  • Post content on Advisor website(s), Team website, or social media through Ameriprise approved systems
• Perform other allowable duties as assigned by the financial advisor(s)
• Attend and participate in client meetings if necessary

Key Skillsets and Traits

• Outgoing and empathetic personality

• Professional appearance and communication skills representative of a Private Wealth advisory practice

• Strong organizational and computer skills

• Direct attention to detail and organization

• Effective communication with clients and other advisors/team members

• Effective and efficient time management

• Ability to multi-task

• Ability to adhere to rules and regulations as stated and required by the practice, Ameriprise Financial

• Positive attitude and sincere willingness to learn and grow in a team-oriented environment

Required Qualifications

• High School or College degree, or comparable experience

• 1+ years of service-oriented experience

• Experience with MS Office applications including Outlook, Word, Excel, and PowerPoint

• Knowledge of Contact Relationship Management (CRM) applications a plus

• Familiarity with business/social networking sites including LinkedIn, Facebook, and Twitter

About Our Company

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.

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.