Administrative Assistant
Ameriprise Financial Services, Inc.
Company Description Ameriprise Financial Services, LLC has been helping clients feel more confident about their financial future for over 130 years, offering investment advice, asset management, and insurance solutions. The company supports a nationwide network of approximately 10,000 financial advisors and serves a broad range of individual and institutional investors. Ameriprise maintains corporate locations throughout the U.S. and globally, with advisor offices in all 50 states. The firm is a registered investment adviser and a member of FINRA and SIPC, providing investment products and advisory services that involve market risk and potential loss of principal. Role Description The Administrative Assistant role at Ameriprise Financial Services, LLC is a part\/full-time, on-site position based in Claremont, CA. This role supports daily office operations by managing calendars, coordinating meetings, preparing documents, and handling clerical tasks such as filing, data entry, and record maintenance. The Administrative Assistant will respond to phone and email inquiries, greet and assist clients, and ensure professional, timely communication with internal team members and external contacts. The role may also include supporting executive-level staff with administrative tasks, organizing client materials, and assisting with basic office technology and supply management. Qualifications Strong Administrative Assistance and Clerical Skills, including scheduling, filing, and data entry. Professional Phone Etiquette and Communication skills for interacting with clients and colleagues. Experience providing Executive Administrative Assistance or supporting leadership teams. Proficiency with office software (e.g., Microsoft Office, email and calendar tools) and basic office equipment. Excellent organizational skills, attention to detail, and ability to manage multiple priorities. Customer service mindset and ability to maintain confidentiality with sensitive information. High school diploma or equivalent required; additional coursework or certification in office administration is a plus. Prior experience in a financial services or professional office environment is beneficial. #J-18808-Ljbffr
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