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Administrative Assistant needed in Englewood, FL – support advisors, manage scheduling, client communication, and marketing tasks.
Earn $45k–$50k yearly, receive IRA match, health reimbursement, and full support for growth in a collaborative culture.
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
Step into an instrumental role while helping to conduct the smooth operation of a fast-paced and friendly- financial planning office. This position supports the many different tasks which the practice is responsible and ties directly to the overall business plan of the practice.
This role provides administrative support by preparing presentations, is back-up scheduling for when our scheduler is out of the office, preparing client communications and new business correspondence.
Responsibilities
- Prepare correspondence for advisor signature
- Handle all scheduling (3 advisor team)
- Answer phones and document client calls
- Track all client and practice materials
- Prepare meeting Agendas
- Send agendas/handwritten notes to OFM
- Upload Advisor Notes + Assign Tasks accordingly
- Perform other allowable duties as assigned
- Greet clients upon arrival
- Text Monitoring Hersay for owner and clients
- Responsible for mail, incoming and outgoing
Key Traits of a successful Administrative Assistant
- Organizational and Computer skills
- Attention to detail
- Effective communication with clients and staff
- Efficient time management
- Polite and positive attitude with a sincere willingness to constantly learn to grow
- Ability to multitask
Qualifications and Education Requirements
- Bachelor’s degree in marketing or related field
- 1-2 years of relevant experience in a marketing role
Preferred Skills
- Experience with social media management and content creation
- Knowledge of SEO and digital marketing best practices
Benefits
- 3% simple IRA match
- Up to $1000 a month health insurance reimbursement
Salary
- 45-50k per year depending on qualifications
Additional Notes
- This position reports to the Operations Director and is a key contributor to the overall success of the marketing team.
Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.