ChesterfieldRecruiter Since 2001
the smart solution for Chesterfield jobs

Office Administrator

Company: Ameriprise Financial
Location: Chesterfield
Posted on: May 13, 2022

Job Description:

Job Description The Administrative Assistant functions as an integral and indispensable member of the financial services team providing overall administrative support as well as client service support. Office Administration -- Answers incoming phone calls and determines level of service needed -- Controls scheduling of client meeting Compiles and maintains advisor/team daily calendar including calls, meetings, all items needing attention -- Processes incoming and outgoing mail -- Faxes and copies for team as needed -- Scan and index documents as needed -- Orders and maintains all office supplies Client Meeting Preparation and Documentation -- Writes letters, drafts notes, a variety of correspondence either self-initiated, or on behalf of advisor -- Prepares reports for client review meetings -- Gathers and completes paperwork for clients -- Electronically files appropriate documents in client files -- Discusses and organizes follow up steps with the Advisor after client meetings Additional Responsibilities: -- Takes ownership of the role to become a member of the team -- Willing to grow with the position as job duties continue to develop -- Completes other projects as needed Company Description Robert MacDonald and Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC, is a mature financial planning practice. I am seeking a candidate to fill a fulltime opening. The selected candidate will partner with the financial planner/owner to deliver our clients a unique and holistic approach to the client experience.

Keywords: Ameriprise Financial, Chesterfield , Office Administrator, Administration, Clerical , Chesterfield, Missouri

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest Missouri jobs by following @recnetMO on Twitter!

Chesterfield RSS job feeds