Administrative Assistant

Administrative Assistant

Jack Kelly and Brian Kiefer two Financial Advisory Practices of Ameriprise Financial Services LLC are seeking a highly organized professional and service-oriented Administrative Assistant. This is a full-time client-facing role ideal for someone who thrives in a professional office environment and takes pride in helping both clients and advisors stay organized and supported.

This individual will serve as the first point of contact for clients while also assisting with scheduling operations client service and administrative coordination across two collaborative financial advisory practices. The advisors are looking for someone dependable proactive adaptable and relationship-oriented who values long-term stability and becoming an integral part of a close-knit office environment.

While both practices operate independently the offices work closely together and maintain a relaxed team-oriented atmosphere focused on delivering an exceptional client experience.

Responsibilities

Client Service & Reception

• Welcome and assist clients in person and over the phone
• Manage incoming calls emails and client scheduling
• Coordinate calendars and meeting logistics across multiple advisors
• Prepare meeting materials and assist with client meeting setup
• Maintain a professional and organized office environment
• Retrieve organize and distribute incoming mail and deliveries
• Monitor shared inboxes and assist with client follow-up communication
• Help support proactive client outreach initiatives and relationship touchpoints

Administrative & Operational Support

• Assist with beneficiary updates address changes eForms and account paperwork
• Support client onboarding and new account setup processes
• Assist with meeting preparation and data entry
• Help gather and organize documents for financial planning meetings
• Maintain organization of client files and internal workflows
• Assist with operational projects workflow improvements and ongoing office coordination
• Support recurring client service initiatives and operational follow-through

What Were Looking For

• 1 years of prior administrative receptionist executive assistant office coordination or client service experience preferred
• Strong scheduling organizational and multitasking abilities
• Comfortable supporting multiple professionals simultaneously
• Professional communication skills with a client-first mindset
• Ability to work independently while also collaborating closely with a team
• Comfortable learning new systems and technology
• Experience with Outlook scheduling systems CRM systems or financial industry software preferred
• Financial services or Ameriprise experience is helpful but not required
• College degree preferred but not required

Ideal Personality Fit

• Calm under pressure and able to juggle competing priorities
• Warm welcoming and relationship-oriented
• Adaptable and comfortable working with different personalities and working styles
• Mature dependable and trustworthy
• Strong follow-through and attention to detail
• Looking for a long-term professional home rather than a short-term stepping-stone role
• Naturally proactive with a see a need fill a need mindset

Growth Opportunity

This role offers long-term growth potential for the right individual. Over time responsibilities may expand into deeper client service support financial planning coordination operations management and broader practice leadership responsibilities.

Compensation & Benefits

• Compensation - $32$36/hour non-exempt
• PTO: Employees accrue PTO equivalent to 10 days annually during their first year of employment increasing to 15 days annually after one year of service
• 7 paid holidays
• Comprehensive medical and retirement benefits are available to eligible employees
• Hybrid flexibility may be considered after onboarding and training period based on performance and business needs

Additional Practice Highlights

• Collaborative office culture
• Opportunity to build strong long-term relationships with clients and advisors
• Variety in day-to-day responsibilities with meaningful involvement in office operations
• Stable long-term opportunity supporting established advisors with succession planning already in place

Equal Opportunity Employer

We are an Equal Opportunity Employer and are committed to creating an inclusive and welcoming environment for all employees and applicants. Employment decisions are made without regard to race color religion sex sexual orientation gender identity national origin age disability veteran status or any other protected status under applicable federal state or local law.

A background check will be conducted as part of the hiring process and successful completion is required for employment in accordance with applicable laws.

Required Experience:

Junior IC