Job Description:

The Administrative Assistant/Client Service Associate is an integral part of the office support; responsible for utilizing the client relationship model and turnkey tools to assist the advisors in building efficiencies, growing their practice, and servicing clients by gathering and analyzing client data, helping prepare financial documents, and other practice management tasks as needed. Provides general administrative/reception/operations support as needed. This is an hourly position ranging from 24-40 hours/week.

Administrative Assistant/Client Service Associate Responsibilities:

• Provide general administrative duties such as answering phones, greeting clients and guests of the office, preparing reports, routine client correspondence, maintaining client files, submitting new business, and client appointment preparation.
• Assist advisors in in servicing clients including preparing financial plans, conducting investment research, and administrative tasks assigned by advisors.
• Aiding advisors in client preparations by scheduling and confirming appointments, ensuring client information is accurate and up to date, and provide necessary follow-up.
• Prepare and ensure new business paperwork is successfully submitted which includes preparing forms, obtaining appropriate signatures, preparing documentation to send to home office, tracking when and where documents are mailed, and providing necessary follow-up.
• Tracks Compliance for all licensing requirements for advisors within branch.

Key Traits of a Successful Administrative Assistant/Client Service Associate

To perform the job successfully, an individual should demonstrate the following competencies:

• Detail Oriented: Pays strong attention to detail and organization. Strong computer and software skills.
• Problem Solving Abilities: Identifies and resolves problems in a timely manner. Gathers and analyzes information skillfully. Asks for help when needed.
• Interpersonal Skills: Is effective with communications with advisors and clients. Listens and gets clarification. Maintains strict confidentiality.
• Written Communication: Writes clearly and informatively. Edits work for spelling and grammar. Able to read and interpret complex information.
• Professionalism: Accepts responsibility for own actions. Follows through on commitments.
• Quality: Demonstrates accuracy and thoroughness. Looks for ways to improve and promote quality and efficiency.
• Self-Management: Effectively and efficiently manages time. Ability to multi-task and prioritize duties. Willingness to constantly learn and grow.
• Compliance: Able to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial, and FINRA
• Attendance/Punctuality/Dependability: Follows instructions. Responds to supervisor direction

Ameriprise Financial

Gagnon & Bigalke

501 Highway 25, Monticello, MN 55362

(763) 271.7526

Job Types: Full-time, Part-time

Pay: $22.00 - $28.00 per hour

Benefits:

• Flexible schedule
• Paid time off
• Professional development assistance
• Retirement plan

Schedule:

• Monday to Friday

Work Location: One location

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