Receptionist/Administrative Assistant

Ameriprise Financial Services, LLC•Glendale, AZ

About The Position

This position is with an Ameriprise Financial franchise owner and supports an Ameriprise Private Wealth Advisory Practice in Glendale, Arizona. The practice assists clients in meeting their financial goals and emphasizes creating and delivering a distinctive client experience. The Receptionist/Administrative Assistant is the voice of the practice and the initial point of contact for incoming client calls and service needs. The role provides administrative and client-service support with a strong emphasis on professionalism, confidentiality, and compliance.

Requirements

At least one year of client service experience in a fast-paced environment.
Strong customer service and interpersonal skills, including the ability to handle sensitive and confidential situations.
Organizational skills and the ability to prioritize a diverse workload, multitask, and take initiative in daily responsibilities.
Strong work ethic, courtesy, teamwork, and a high degree of professionalism.
Proficiency in CRM, Excel, Word, and Outlook.
Ability to adhere to rules and regulations as required by the Advisor and Ameriprise Financial.
Ability to support compliance within the Advisor’s practice.

Responsibilities

Answer incoming calls, assist clients when possible, take accurate messages, and route calls appropriately.
Ensure clients are connected with the appropriate team member to address their needs.
Greet clients, extend hospitality, direct them to the appropriate area, and alert the appropriate team member.
Manage calendars, including scheduling and confirming client appointments, preparing agendas and required meeting forms, maintaining service cycles, and documenting client contact.
Route incoming mail and correspondence.
Prepare outgoing mail and correspondence.
Coordinate monthly, quarterly, and yearly practice mailings.
Provide general administrative support, including preparing correspondence, completing forms, generating reports, processing confidential documents, and maintaining practice supplies.
Assist with special projects for various areas of the company.
Support compliance within the Advisor’s practice and adhere to applicable rules and regulations.