Financial Assistant (Corporate) jobs in Rochester, MN

Position Description:

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

This position completes tasks previously performed by the advisor, allowing the advisor to focus more time and energy on client acquisition and deepening client relationships. The administrative assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The administrative assistant allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines.

This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, researching printer problems, and/or organizing the logistics of a client seminar.

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Responsibilities:

80%- Administrative Assistance

• First in line to answer office phones
• Work with home office to ensure accurate account setup and resolve issues
• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
• Maintain files and records in accordance with the records retention policy
• Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)
• Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice
• Assist the financial advisor(s)

20%- Client Care

• Set up and maintain client management system
• Call clients or prospects to set up meetings or appointments
• Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation
• Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)
• Coordinate client appreciation events and seminars
• Answer unsolicited calls from prospects to schedule appointments or refer to advisor

Required Qualifications:

• Knowledge and experience in retirement services or finance
• Direct attention to detail and organization
• Strong organizational and computer skills including excel, salesforce, and outlook.
• Effective communication with clients and other advisors/staff
• Effective and efficient time management
• Polite and clear phone manner
• Ability to multi-task
• Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
• Ability to support and provide guidance for compliance within the advisor’s practice
• Positive attitude and sincere willingness to constantly learn and grow

Preferred Qualifications

• College degree or higher
• 2 years of similar experience

About Our Company

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.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Job Types: Full-time, Part-time

Pay: $18.00 - $35.00 per hour

Benefits:

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

Schedule:

• Monday to Friday
• No weekends

Education:

• Associate (Required)

Experience:

• Customer service: 2 years (Required)

License/Certification:

• Series 6 (Preferred)
• Series 7 (Preferred)
• Series 63 (Preferred)
• Series 66 (Preferred)

Ability to Commute:

• Faribault, MN 55021 (Preferred)

Work Location: In person