Office Coordinator

Ameriprise•Fort Dodge, IA

1d•Onsite

About The Position

This position completes tasks which allow team members to focus more time and energy on client acquisition and deepening client relationships. The Office Coordinator supports different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. This role provides client relationship and general practice management support through gathering client data, helping prepare other client deliverables and touch points such as greeting cards, organizing client files, updating social media and team websites, and performing other business management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing the logistics of a team or 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 Operations Manager.

Requirements

Direct attention to detail and organization
Effective communication with clients and advisors/staff
Effective and efficient time management
Polite and clear phone manner
Ability to multi-task
Ability to adhere to rules and regulations as stated and required by Ameriprise Financial
Ability to support and provide guidance for compliance within the advisor’s practice
Positive attitude and sincere willingness to constantly learn and grow

Nice To Haves

High school degree or higher
Continuing education – Lifelong learning is expected.

Responsibilities

Greet clients upon arrival
Answer calls and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts or transfer to appropriate member of team
Set up and maintain client management system, and document client contact/calls
Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation tasks
Prepare correspondence for advisor signature
Schedule client appointments
Conduct client appointment reminder calls and check-in calls on follow up items
Copy and follow-up with home office on related issues
Coordinate marketing events with our Business Development Manager for the practice, including but not limited to room reservations and set up day of event, catering, and invitations via email and mail
Submit/track any invoices for agreed upon payments of client and team events
Manage the flow of wholesalers in the office.
Organize and coordinate office and team culture events, which includes, but is not limited to room reservation and day of set up, catering or meal organization, supply purchasing, and other tasks as needed
Office supply inventory, organization, and ordering
Plan and prioritize own work schedule
Use to-do lists, calendars, computer software or other work/time management systems
Perform other allowable duties as assigned by your teammate