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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

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