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!
|