Administrative Assistant Jobs

About The Position

Requirements

• 3+ years of client service or administrative experience
• Exceptional attention to detail and strong organizational skills
• Proactive, self-starter mentality with the ability to anticipate needs
• Strong communication skills and a polished, professional presence
• Ability to manage multiple priorities in a fast-paced environment
• Positive attitude with a desire to learn and grow

Nice To Haves

• Ameriprise Financial previous experience preferred

Responsibilities

• Serve as a primary point of contact for clients, delivering responsive and professional service
• Build strong client relationships through ongoing communication (calls, emails, and personal touches like birthday/holiday outreach)
• Manage daily office workflow to ensure smooth, efficient operations
• Coordinate calendars, schedule meetings, and proactively support advisor priorities
• Prepare and maintain client profiles, open accounts, and process transfers
• Handle transaction requests and coordinate with the home office when needed
• Schedule client and prospect meetings
• Support initiatives that drive client engagement and long-term growth

Benefits

• Health Insurance
• 401k