Administrative Assistant

Job Description

Assist financial advisors 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 and professional ethics and legal and regulatory requirements when dealing with others and performing work activities. This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through 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 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.

This role could develop into a paraplanner and eventually into a licensed financial advisor if so desired (but not required).

Responsibilities

Position Functions:

• Schedule client meetings and organize advisors’ calendars.

• Field inbound phone calls from clients and Ameriprise home office associates.

• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.

• Set up and maintain client management system (Salesforce). Provide Landmark client service model including but not limited to resolving client service issues and operations support.

• Ensuring advisor tasks are updated in client management system and working with team to ensure tasks are completed.

• Responsible for sending client mailings – birthday cards, gifts, holiday cards.

• Perform other allowable duties as assigned by the financial advisor(s).

Required Qualifications

Key Traits:

• Positive attitude and sincere willingness to constantly learn and grow
• Direct attention to detail and organization
• Effective communication with clients and other advisors/staff
• Effective and efficient time management
• Professional Web- Based (Microsoft Teams) or phone-based presentation skills.
• Proficient Microsoft suite skills: Outlook, Excel, Word

Education and Other Designations:

• High school/Associates degree or higher

• Salesforce experience preferred but not required

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.

Landmark Wealth Group

Landmark Wealth Group is an independent advisory franchise of Ameriprise Financial focused on growth, excellence, and opportunity. Our mission is to be an essential partner in our clients’ pursuit of financial success. Landmark’s strategy is to work cohesively with our clients, colleagues, and community business partners to achieve the best results for all stakeholders.