Administrative Assistant
Administrative Assistant
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Job Description
Alfred Ruiz a Private Wealth Advisor with Ameriprise Financialis looking for an Administrative Assistant to join his wellestablished team. Were passionate about helping clients feel confident about their financial future through personalized planning and investment advice.
What Youll Do:
- Deliver exceptional service to clients in person by email and over the phone as first point of contact
- Answer incoming phone calls greet clients and handle client service requests
- Manage the team calendar and coordinate client scheduling
- Prepare advisor for client meetings and handle followup tasks
- Perform administrative duties scan documents electronic filing handle mail
- Process online forms assist with new business onboarding and ensure smooth office operations
- Build strong client relationships and provide personalized client experience
- Compliance training as requested from Ameriprise home office and ability to follow rules and regulations
- Effective communication with clients advisor/staff and Ameriprise home office
- Provide administrative support to the team to meet deadlines and goals
What Youll Need:
- Associates degree in relevant industry preferred
- 13 years experience in office administration client service or related industry required
- Knowledge of financial industry preferred or willingness to learn
- Excellent verbal and written communication skills
- Detail oriented with a commitment to accuracy
- Strong organizational and time management skills ability to multitask and prioritize
- Ability to work independently and as part of a team
- Strong computer skills and efficiency in Microsoft Office (Excel Word Outlook) required. MS Teams and CRM Salesforce a plus
- Notary Public Bilingual a plus (English/Spanish)
Why Join Us
- Hourly pay: $2226 (based on experience).
- Benefits include PTO a medical stipend and a retirement plan.
- Perks: Holiday Celebrations Team Social Events and Employee Enrichment Training/Activities
- Be part of an office team that feels like family where building strong client relationships integrity and teamwork are key values.
How to Apply:
If youre an enthusiastic organized and clientfocused professional looking to join a dedicated team apply today by submitting your cover letter resume and any supporting materials.
We look forward to hearing from you!
Employment Type
Full-Time
