Administrative Assistant – Financial Advisory Practice

Ameriprise•Exton, PA

13d•Onsite

About The Position

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. We are seeking a motivated and detail oriented Administrative Assistant to support the daily operations of a financial advisory practice with an independent franchisee of Ameriprise Financial. This role is essential to keeping the practice running smoothly and allows the advisor to focus on client acquisition and strengthening client relationships. The Administrative Assistant provides comprehensive administrative and client service support. Responsibilities will evolve over time to meet the needs of the practice and may include additional duties as assigned by the advisor.

Requirements

Strong computer proficiency and professional phone skills
Excellent communication skills with clients, advisors, and staff
Exceptional time management, organization, attention to detail, and multitasking abilities
Ability to adhere to firm policies, procedures, and regulatory requirements
Comfortable supporting and reinforcing compliance standards
Positive attitude and a genuine desire to learn, grow, and contribute to the practice
High school diploma or higher required

Nice To Haves

Prior administrative or office experience preferred, but not required

Responsibilities

Prepare business correspondence for advisor review and signature
Copy, track, and manage client and practice materials, including new business correspondence
Communicate and follow up with the Ameriprise home office on related matters
Schedule client meetings and prepare agendas, forms, and materials
Conduct client appointment reminder calls and follow‑up check‑ins
Coordinate, track, and assist with projects and ongoing business‑as‑usual tasks
Provide general office support including filing, copying, printing, and organizing
Assist other team members within the practice as needed
Greet clients warmly and extend exceptional hospitality
Document and track client communications
Maintain and update the client management system
Track client milestones and special events
Write client notes or letters and assist with client appreciation initiatives