Administrative Assistant
3.
8 Troy, MI Troy, MI Part-time Part-time $16 - $22 an hour $16 - $22 an hour 2 days ago 2 days ago 2 days ago Position Description:
Step into an instrumental role as an administrative assistant (part-time) with a friendly, fast-paced financial advisory practice of Ameriprise Financial.
This practice is built on high quality, care, and compassion for our clients.
This includes the highest standard of ethical and professional business values while following legal and regulatory requirements.
This position supports the advisor, allowing them to focus their energy and passion towards their client relationships.
The administrative assistant is tasked with many roles that strengthen the business plan of the practice.
In addition, the administrative assistant provides the advisor assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines.
This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications, and tracking new business correspondence.
This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as digital filing, scanning, and maintaining client data and records.
Responsibilities and time allocation may change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Position Functions:
Schedule and confirm client appointments and prepare for meetings Prepare correspondence Set up clients on the Secure Site, enroll in Total View, conduct meetings to educate clients about features of the tool Copy and track all client and practice materials including business correspondence Conduct client appointment reminder calls and check-in calls on follow up items Perform other allowable duties as assigned by the financial advisor(s) Set up and maintain data in the CRM system Work with home office to ensure accurate account setup and resolve issues if/when necessary Document client contact/calls Key Traits of a Successful Administrative Assistant Direct attention to detail and organization Effective communication with clients, advisor, and staff Effective and efficient time management Polite and clear phone manner Ability to adapt to new technology Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise Ability to support and provide guidance for compliance Positive attitude and sincere willingness to constantly learn and grow Strong computer concepts and skills, including Excel and Word Education and Other Designations:
High school degree required 2 years of similar experience preferred Job Type:
Part-time Pay:
$16.
00 - $22.
00 per hour Expected hours:
16 - 24 per week
Benefits:
Flexible schedule Paid time off Schedule:
Monday to Friday Ability to Relocate:
Troy, MI 48098:
Relocate before starting work (Required) Work Location:
In person Step into an instrumental role as an administrative assistant (part-time) with a friendly, fast-paced financial advisory practice of Ameriprise Financial.
This practice is built on high quality, care, and compassion for our clients.
This includes the highest standard of ethical and professional business values while following legal and regulatory requirements.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
8 Troy, MI Troy, MI Part-time Part-time $16 - $22 an hour $16 - $22 an hour 2 days ago 2 days ago 2 days ago Position Description:
Step into an instrumental role as an administrative assistant (part-time) with a friendly, fast-paced financial advisory practice of Ameriprise Financial.
This practice is built on high quality, care, and compassion for our clients.
This includes the highest standard of ethical and professional business values while following legal and regulatory requirements.
This position supports the advisor, allowing them to focus their energy and passion towards their client relationships.
The administrative assistant is tasked with many roles that strengthen the business plan of the practice.
In addition, the administrative assistant provides the advisor assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines.
This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications, and tracking new business correspondence.
This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as digital filing, scanning, and maintaining client data and records.
Responsibilities and time allocation may change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Position Functions:
Schedule and confirm client appointments and prepare for meetings Prepare correspondence Set up clients on the Secure Site, enroll in Total View, conduct meetings to educate clients about features of the tool Copy and track all client and practice materials including business correspondence Conduct client appointment reminder calls and check-in calls on follow up items Perform other allowable duties as assigned by the financial advisor(s) Set up and maintain data in the CRM system Work with home office to ensure accurate account setup and resolve issues if/when necessary Document client contact/calls Key Traits of a Successful Administrative Assistant Direct attention to detail and organization Effective communication with clients, advisor, and staff Effective and efficient time management Polite and clear phone manner Ability to adapt to new technology Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise Ability to support and provide guidance for compliance Positive attitude and sincere willingness to constantly learn and grow Strong computer concepts and skills, including Excel and Word Education and Other Designations:
High school degree required 2 years of similar experience preferred Job Type:
Part-time Pay:
$16.
00 - $22.
00 per hour Expected hours:
16 - 24 per week
Benefits:
Flexible schedule Paid time off Schedule:
Monday to Friday Ability to Relocate:
Troy, MI 48098:
Relocate before starting work (Required) Work Location:
In person Step into an instrumental role as an administrative assistant (part-time) with a friendly, fast-paced financial advisory practice of Ameriprise Financial.
This practice is built on high quality, care, and compassion for our clients.
This includes the highest standard of ethical and professional business values while following legal and regulatory requirements.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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