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Senior Administrative Assistant

Company: Ameriprise Financial, Inc
Location: Chesterfield
Posted on: January 12, 2020

Job Description:

Job Description

The Senior Administrative Assistant will play a vital role in ensuring the smooth operation of a fast-paced, friendly financial planning office. Working with the franchise partners and staff, the Senior Administrative Assistant will complete management support responsibilities, recurring tasks, and ad hoc projects which will allow advisors to focus on clients. The ideal candidate should be organized, able to multi-task, and have a proven track record of completing their responsibilities in a timely and accurate manner. Building on our priority of delivering a premium client experience, the candidate should be engaging, dedicated to customer service, and willing to go the extra mile for the clients.

Responsibilities

Responsibilities & Time Allocation (will evolve over time to meet practice needs):
--
--% of TimeAdministrative / Business Management--
--
--
--
80%

  • Schedule client appointments and prepare meetings
  • Confirm client appointments
  • Answer questions and provide readily available answers for client requests
  • Assist partners, operations director and licensed staff with office management
  • Manage flow of vendors / wholesalers in the office
  • Perform other duties as assigned by advisors
  • Document management
  • Office supply management% of timeClient Care--
    --
    20%
    • Greet clients upon arrival
    • Answer and direct incoming calls
    • Administer client appreciation services
    • Update client information
    • Document client contact

      Required Qualifications

      Key Traits of Successful Candidates:
      • 3-5 years relevant experience
      • Proficient in Microsoft Office
      • Attention to detail and organization
      • Effective communication skills with clients, advisors, and staff
      • Strong time management and prioritization skills
      • Engaging personality and polite phone etiquette
      • Positive, can-do attitude and willingness to constantly learn and growEducation and Other Designations:
        • --Bachelor's Degree preferred

          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, Chesterfield , Senior Administrative Assistant, Administration, Clerical , Chesterfield, Missouri

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