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Administrative Assistant

Company: Ameriprise Financial, Inc
Location: Santa Maria
Posted on: March 25, 2020

Job Description:

Job Description

To provide an extraordinary client experience to all those who call and/or visit the office. To provide support in all administrative and client service functions of the business.

Responsibilities

  • Greet clients.
  • File and scan documents.
  • Maintain Client files.
  • Process, check and distribute mail.
  • Maintain office and facilities.
  • Prepare appointment preparation materials for all appointments
  • Enter data into Money Guide Pro or other software as requested
  • Maintain client contact data in CRM.-- Prepare monthly reports and contact clients to schedule appointments per CRM schedule.
  • Shred as requested
  • Assist Client Service Associate and Advisor
    • Call clients to confirm appointments
    • Greet clients upon arrival and extend hospitality to clients
    • Document client contacts calls
    • Schedule client appointments
    • Prepare Advisor's monthly compliance and send to RP
    • Business processing paperwork, submission, and follow-up
    • Prepare monthly letters or general client correspondence as requested by Advisor
    • Assist with client events as requested

      Required Qualifications

      Minimum Qualifications--
      --
      • Strong organizational and computer skills
      • Direct attention to detail and organization
      • Effective communication with clients and other 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 advisor and the FINRA
      • Positive attitude and sincere willingness to constantly learn and growPreferred Qualifications
        --
        • High School Education

          About Our Company

          With the right company, life can be brilliant. At Ameriprise, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.

Keywords: Ameriprise Financial, Inc, Santa Maria , Administrative Assistant, Administration, Clerical , Santa Maria, California

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