Administrative Assistant

Ameriprise Financial Services, LLC•Salisbury, MD

19d•Onsite

About The Position

The Administrative Assistant position supports the many different tasks that tie directly to the overall success of the practice. The role allows the Advisor the assurance he/she needs to know that his/her Office/Practice is being maintained and supported within Ameriprise Financial guidelines as well as those outlined by the Advisor.

Requirements

Two years’ related experience and/or training; or equivalent combination of education and experience.
Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
Able to write reports, business correspondence, and procedure manuals
Able to effectively present information and respond to questions from managers, clients, customers, and the general public.
Excellent written and verbal communication skills are essential and mandatory
Able to use MS Excel, MS Word, Outlook, Adobe, Teams, accounting software, contact management systems, database software and other software tools as necessary
Able to process Money Movement requests
Able to prepare and understand a financial plan
Able to navigate the Ameriprise Financial website and guide clients through the website
It is essential that the Receptionist role has a high degree of integrity, honesty, commitment and trust.
A successful Receptionist will have excellent inter and intrapersonal relationship skills, effective communication skills and the willingness to show empathy and understanding for various points of view.
Able to communicate with clients in a professional, clear and concise manner is essential.
The Receptionist must exercise discretion in dealing with the personal information of clients.

Responsibilities

Greet clients
Deposit & Log incoming checks/mail in to Ameriprise Mail Log
Help with necessary copying, scanning and filing
Assist in basic client service including, birthday cards and meeting confirmations
Maintain files and records
Update client data when instructed by Advisor
Maintain office supplies and order more when needed
Special projects as necessary
Keep work methods and procedures up-to-date and compliant
Plan and prioritize own work schedule
Use to-do lists, calendars, computer software or other work/time management systems
Assist with Online Client Experience set up and problem solving, as well as online set up for secure email
Manage client experience and client touchpoints
Assist with: Gifting, Client milestones, Events
Assist in meeting preparations including pulling e-meeting & updating excel sheets.