Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office in Suwanee, GA. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
This role provides administrative and client care support by answering phones, greeting clients, taking messages, confirming appointments, and managing the calendar. This role is responsible for responding to ad hoc requests, managing business-as-usual projects such as filing, copying, researching printer problems, and/or organizing the logistics of a client seminar.

*This role is part-time, 20-hours per week, with potential to advance into full-time employment.

Position Duties & Responsibilities:

Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

30% - Client Care

• Greet clients upon arrival and extend hospitality to clients
• Document client contacts/calls
• Research and resolve client service issues
• Answer basic client questions
• Track client special events and make appropriate contact per established client contact model

70% - Administrative

• Prepare correspondence for advisor signature
• Copy and track all client and practice materials including business correspondence
• Maintain client management system
• Copy and follow-up with home office on related issues
• Conduct client appointment reminder calls and check-in calls on follow up items
• Scheduling and calendar management
• Perform other allowable duties as assigned

Key Traits of Success:
??? Strong organizational and computer skills
??? Attention to detail and organization
??? Effective communication with clients and other advisors/staff
??? Effective and efficient time management
??? Polite and clear phone manner
??? Ability to multi-task
??? Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
??? Ability to support for compliance within the advisor's practice
??? Positive attitude and sincere willingness to constantly learn and grow

At Ameriprise Financial, 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 by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Part time

Return to Search Results