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Senior Administrative Assistant - Chesterfield

Company: Ameriprise Financial
Location: Chesterfield
Posted on: November 11, 2019

Job Description:

Job DescriptionThe 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.ResponsibilitiesResponsibilities & Time Allocation (will evolve over time to meet practice needs):% of TimeAdministrative / Business Management80%Schedule client appointments and prepare meetingsConfirm client appointmentsAnswer questions and provide readily available answers for client requestsAssist partners, operations director and licensed staff with office managementManage flow of vendors / wholesalers in the officePerform other duties as assigned by advisorsDocument managementOffice supply management% of timeClient Care20%Greet clients upon arrivalAnswer and direct incoming callsAdminister client appreciation servicesUpdate client informationDocument client contactRequired QualificationsKey Traits of Successful Candidates:3-5 years relevant experienceProficient in Microsoft OfficeAttention to detail and organizationEffective communication skills with clients, advisors, and staffStrong time management and prioritization skillsEngaging personality and polite phone etiquettePositive, can-do attitude and willingness to constantly learn and growEducation and Other Designations: Bachelor's Degree preferredAbout Our CompanyWith 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.We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available here.VEVRAA Federal ContractorWe request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.

Keywords: Ameriprise Financial, Chesterfield , Senior Administrative Assistant - Chesterfield, Administration, Clerical , Chesterfield, Missouri

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