Top Financial Systems Executive oversees all aspects of an organization's financial systems. Responsible for planning and directing the design, development, and implementation of financial models for accounting operations. Being a Top Financial Systems Executive defines and prioritizes team needs, develops initiatives, and leads the financial systems strategy. Provides strategic guidance and support to senior/executive leadership. Additionally, Top Financial Systems Executive requires a bachelor's degree. Typically reports to top management. The Top Financial Systems Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. To be a Top Financial Systems Executive typically requires 8+ years of managerial experience. Comprehensive knowledge of the overall departmental function. (Copyright 2024 Salary.com)
Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist in daily business operations allowing the advisor to focus on client acquisition and deepening client relationships.
Provide administrative support by scheduling meetings, preparing presentations, preparing client communications, tracking new business correspondence, coordinating/tracking projects and managing business-as-usual projects such as filing, copying, printing and organizing the logistics of client seminars.
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.
Position functions:
Administrative assistance
Client care
Key traits of a successful Administrative Assistant:
Education and other designations:
This position will be an employee/contractor of an independent Franchise Advisor, not of Ameriprise Financial.
Job Type: Full-time
Pay: $37,000.00 - $46,500.00 per year
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
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