Overview

Administrative Assistant Jobs in San Dimas, CA at Ameriprise Financial, Inc.


Title: Administrative Assistant

Company: Ameriprise Financial, Inc.

Location: San Dimas, CA

Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

This position completes tasks previously performed by the advisor, allowing the advisor to focus more time and energy on existing client’s needs, client acquisition, deepening client relationships and compliance.

The administrative assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The administrative assistant allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines.

Responsibilities

Client Service

Schedule client appointments, conduct reminder calls and check-in follow up items

Greet visiting clients and extend hospitality to clients

Complete any filing, mailing, facing or copying needed

Help with client meeting prep as directed by Advisor

Create and process applications to completion

Update client profiles with address, phone and name changes

Prepare files and agendas

Assist with client emails, phone calls and in person visits, prepare correspondence & emails

Special projects as necessary

Use specific Ameriprise tools

Document client contacts/calls and meeting notes

Business and Practice Management

Maintain client files

Scan appropriate meeting documents and client outside account statements and save in Box

Keep work methods and procedures up-to-date and compliant

Plan and prioritize own work schedule

Use to-do lists, calendars, computer software or other work/time management systems

Perform other allowable duties as assigned by the Financial Advisor(s)

Respond to ad-hoc requests as needed

Key Skills/Abilities/Knowledge/Competencies:

For success in this role, an individual must be able to perform each primary responsibility at a basic level. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required Qualifications

One-year related experience and/or training; or equivalent combination of education and experience.

Continuing education – Lifelong learning is expected.

High school degree or higher

Language Skills:

Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations

Able to write reports, business correspondence, and procedure manuals

Able to effectively present information and respond to questions from managers, clients, customers, and the public.

Excellent written and verbal communication skills are essential and mandatory

Computer Skills:

Able to use MS Excel, MS Word, Outlook, Adobe, accounting software, contact management systems, database software and other software tools as necessary

Technical duties, tasks, and skills:

Able effectively organize client folders on Box

Other Skills and Abilities:

It is essential that the Administrative Assistant role has a high degree of integrity, honesty, commitment and trust. The financial health, image and goodwill of the company are highly influenced by the …

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About Ameriprise Financial, Inc.