Administrative Assistant/Financial Planning Assistant

Job Description

Allied Wealth Advisors is a rapidly growing Christian Private Wealth Advisory franchise practice of Ameriprise Financial, LLC, in Lakeland, Florida. We work collectively to serve clients goals and help them meet their financial future with confidence. We are looking for an Administrative Assistant/Financial Planning Assistant to join our team.

WHY ALLIED WEALTH ADVISORS
Core Values: Integrity, Teamwork, Excellence and Respect
Business laptop provided
Career growth opportunities:
ongoing CRM and financial planning training
In office preferred, remote work possible

BENEFITS
Retirement Plan with employer match
Paid Time Off and Holidays
Personal financial planning with an experienced Financial Advisor

COMPENSATION
Salary: $55K-$75K
Bonus: performance based

Responsibilities

• Manage, gather, analyze, and enter/refresh data for client meetings

• Update Financial Planning Tools and generate meeting presentations

• Review client meeting notes for follow-up actions

• Create deliverables after client meetings

• Respond to client requests and inquiries

• Responsible for coordinating client meeting process

• Assist colleagues as needed

Required Qualifications

• Bachelors Degree

• 2+ years of experience in the financial services industry

• Proficient in:

• Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) CRM/Salesforce

• Ability to analyze, prioritize, organize and problem-solve

• Excellent communications skills, written and verbal

• Self-motivated, proactive and detail oriented

• Ability to work independently

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.