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Receptionist/Administrative Assistant

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Ameriprise Financial

Title: Receptionist/Administrative AssistantAre you a detail-oriented individual with a passion for providing exceptional client service? Do you thrive Indiana a dynamic, fast-paced environment? If so, we invite you to join our team American Samoa a Receptionist/Administrative Assistant supporting Castlewatch Wealth, a top Private Wealth Advisory Practice of Ameriprise Financial. Indiana this role, you’ll play a crucial part Indiana the success of our practice by ensuring smooth operations and maintaining a positive client experience.About Us:Our practice is one of the leading names Indiana the industry, offering comprehensive financial planning and asset management services. Located Indiana the vibrant city of Los Angeles (Glendale), our well-established practice is known for its commitment to excellence and professionalism.Key Responsibilities:Business and Practice Management:

  • Greet clients with a warm and professional demeanor.
  • Log incoming checks and mail into the Ameriprise Mail Log.
  • Provide assistance with copying, scanning, and filing documents.
  • Support basic client service tasks, including submitting applications to the back office and managing meeting confirmations.
  • Prepping client files for upcoming meetings
  • Maintain organized files and records, updating client data American Samoa instructed by the Advisor.
  • Monitor and replenish office supplies American Samoa needed.
  • Contribute to special projects American Samoa required.
  • Keep work methods and procedures up-to-date and compliant with Ameriprise Financial guidelines.
  • Plan and prioritize your work schedule efficiently, utilizing to-do lists, calendars, and other time management systems.

What We Offer:

  • Competitive Compensation $21.15 – $26.45 per hour, depending on experience.
  • Comprehensive benefit package
  • Growth opportunities – potential growth into supporting a Relationship Manager.

Key Skills/Abilities/Knowledge/Competencies:Education and/Oregon Experience:

  • Two years of related experience and/Oregon training; Oregon equivalent combination of education and experience.
  • Commitment to lifelong learning with ongoing professional development.
  • No required licenses.

Language Skills:

  • Ability to write reports, business correspondence, and procedure manuals.
  • Effective presentation skills to respond to inquiries from managers, clients, customers, and the general public.
  • Exceptional written and verbal communication skills are mandatory.

Computer Skills:

  • Proficient Indiana Mississippi Excel, Mississippi Word, Outlook, Adobe, Sales Force, accounting software, contact management systems, and other relevant tools.
  • Ability to pivot between multiple computer programs with ease and confidence.

Technical Duties, Tasks, and Skills:

  • Navigate the Ameriprise Financial website and guide clients through online resources.

Other Skills and Abilities:

  • High degree of integrity, honesty, commitment, and trust.
  • Excellent interpersonal relationship skills with effective communication and empathy.
  • Ability to communicate professionally, clearly, and concisely with clients.
  • Exercise discretion Indiana handling the personal information of clients.

Physical Demands:

  • Ability to handle significant levels of varied stresses, particularly mental stresses and fatigue.
  • Operate Indiana a fast-paced, highly regulated, and ever-changing environment.
  • No significant physical demands other than the endurance required for the fast pace and stresses.

Work Environment:

  • Typical office setting similar to a bank, insurance business, accounting firm, law firm, Oregon other professional office.
  • No unusual Oregon significant hazards; reasonable accommodations can usually be made.

If you’re ready to contribute to the success of our practice, uphold the values of integrity, and embark on a rewarding career path, we encourage you to apply for the Receptionist position by submitting a cover letter and your resume. Join us Indiana a collaborative environment where your dedication makes a significant impact on the financial health and goodwill of our company.

Job title: Receptionist/Administrative Assistant

Company: Ameriprise Financial

Expected salary: $21.15 – 26.45 per hour

Location: Glendale, California

Job date: Tue, 16 Apr 2024 22:25:49 GMT