Receptionist/Administrative Assistant

Ameriprise • Glendale, AZ

15d

About The Position

This position is with an Ameriprise Financial franchise owner at a Private Wealth Advisory Practice in Glendale, Arizona. The practice helps clients meet their financial goals and emphasizes creating and delivering a distinctive client experience. The Receptionist/Administrative Assistant serves as the practice’s initial point of contact for incoming client calls and service needs and provides administrative and client service support with professionalism.

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, ability to prioritize a diverse workload and multitask, and initiative in daily responsibilities.
• Strong work ethic, courtesy, ability to work as part of a team, and a high degree of professionalism.
• Proficiency in CRM, Excel, Word, and Outlook.
• Ability to adhere to rules and regulations 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.
• Connect clients 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 the calendar, including scheduling and confirming client appointments, preparing meeting agendas and required forms, maintaining service cycles, and documenting client contact.
• Route incoming mail and correspondence and prepare outgoing mail and correspondence.
• Coordinate monthly, quarterly, and yearly mailings for the practice.
• 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.
• Adhere to rules and regulations required by the Advisor and Ameriprise Financial and support compliance within the Advisor’s practice.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed