Executive Coordinator

Ameriprise•Waltham, MA

8d•$52,000

About The Position

Step into a purpose driven role on an elite team of high performers. Help conduct the smooth operations of a fast-paced – and friendly –financial planning team by assisting in daily business functions, delivering a remarkable client experience that builds trust, simplifies life, and reduces stress for clients and team members. Our Team has a trusting environment that is focused on leadership and results. This role works closely with both the operations and advice teams to research and resolve issues that affect clients, submit and track new business and help support other operations directly related to the success of the team such as compliant mail and funds processing, coordinating/tracking projects, managing business tasks and providing accountability.

Requirements

Strong organizational and computer skills
Attention to detail and organization
Effective communication with clients and other advisors/team members
Effective and efficient time management
Polite and clear phone manner
Ability to multi-task
Adaptive mindset
Positive attitude and sincere willingness to constantly learn and grow
Proficiency in Microsoft Word and Excel is required

Responsibilities

Calendar management
Assist and lead ad-hoc projects as needed or assigned by Leader and advisors
Process Mail and Funds compliantly
Greet clients upon arrival and extend hospitality to clients
Answer and field client phone calls
Make brief notes each day in Customer Relationship Management system (CRM) concerning client calls, follow up, and tasks
Strong focus on timely and effective client and team communication
Communicate issues to Leaders and provide feedback and recommendations they can act upon
Prepare and ensure financial advisors’ new business paperwork processes successfully, which may include preparing forms, obtaining appropriate signatures, and tracking new business
Maintain connection with clients on an on-going basis by making quarterly service calls
Communicate issues we have with service, technology, platinum partners, etc. with advisor and provide feedback to Home Office contacts to resolve if necessary
Follow-up with client and home office on related issues
Prepare cases for client visits
Lead and assist with marketing initiatives