Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, has an opening for a Receptionist/Administrative Assistant positionfor their office located at 4404 Buckeye Lane, Suite 240, Beavercreek, OH 45440. This position provides support for three financial advisors, is a full-time, non-exempt position, working Monday through Friday, 8:00 a.m. to 5:00 p.m. Benefits include: Company-provided Group Life Insurance, Short-Term and Long-Term Disability benefits, Medical, Dental and Vision Insurance, 401(k) Plan with a match, Section 125 Cafeteria Plan, Paid Time-Off (PTO) policy and 10 observed Holidays.

Qualifications:

At least 3 years’ experience in a Receptionist/Administrative Assistant role. Prior experience working in the financial services industry is preferred but not required. The qualified candidate must hold an Associate’s degree on higher.

Key job responsibilities:

• Greet clients in a professional, courteous manner and notify the advisor or assistant
• Answer incoming phone calls on a multi-line system; take messages or direct calls to the appropriate advisor/assistant
• Schedule client service meetings (in-office, virtual/webex or by phone) for comprehensive planning and non-planning clients
• Confirm client meetings in advance of the meeting date. Reschedule appointments as needed and notify the advisor.
• Prepare meeting prep for upcoming meetings
• Open and log mail
• Prepare conference rooms each morning for meetings
• Upload documents to Online File Manager (OFM) from the Ready for OFM folders
• Order supplies for office
• Order lunch for office as requested
• Assist with special projects

Qualified candidate must be team oriented, have a warm outgoing personality, be professional and dependable, possess strong verbal communication skills, be proficient in Microsoft Office and able to multi-task. Prior experience working in an office setting, answering phones and scheduling appointments is required.

Job Type: Full-time

Pay: From $42,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Beavercreek, OH 45440: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Associate (Required)

Experience:

• Receptionist/Admin Asst: 3 years (Required)
• Financial Services: 3 years (Preferred)

Work Location: In person

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