Administrative Skills, Calendar Management, Corporate Policies, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Satisfaction, Customer Support/Service, Detail Oriented, Documentation, Financial Planning, Financial Reporting, Financial Services, High School Diploma, Interpersonal Skills, Mail Processing, Microsoft Office, Multitasking, Organizational Skills, Problem Solving Skills, Regulatory Compliance, Resolve Customer Issues, Team Player, Time Management, Transaction Processing/Management, Wealth Management
WealthWave Financial Group, a private wealth advisory practice of Ameriprise Financial LLC, is seeking a dynamic and dedicated Administrative Assistant to join our vibrant team within the financial services industry. This role offers a unique opportunity to work closely with clients, providing exceptional service and support while gaining insight into financial planning and wealth management.
As a Administrative Assistant, you will be the cornerstone of our client relations, ensuring a seamless and positive experience at every interaction. You will collaborate with financial advisors and other team members to deliver personalized solutions that align with our clients’ financial goals. This position is ideal for someone who thrives in a fast-paced environment, has a passion for helping others, and is eager to develop a career in financial services. At WealthWave Financial Group, we value innovation, integrity, and commitment to client success, and we invest in your growth and development. Join us in making a meaningful impact by helping clients navigate their financial journeys with confidence and clarity. Become an integral part of a company that empowers employees to grow professionally while delivering exceptional client experiences every day.
Responsibilities
- Serve as the primary point of contact for clients, addressing inquiries and resolving issues promptly and professionally.
- Support financial advisors by preparing client documentation, scheduling appointments, and managing correspondence.
- Maintain accurate and up-to-date client records using Ameriprise’s CRM and other internal systems.
- Process client transactions and service requests in compliance with regulatory guidelines and company policies.
- Coordinate communication between clients and the financial advisory team to ensure timely and effective information flow.
- Assist in the preparation of financial reports and presentations for client meetings.
- Contribute to team projects and initiatives aimed at enhancing client satisfaction and operational efficiency.
Requirements
- High school diploma or equivalent; associate’s or bachelor’s degree preferred.
- Previous experience in a client service or administrative role, ideally within the financial services industry.
- Exceptional communication and interpersonal skills with the ability to build rapport with diverse clients.
- Strong organizational skills and attention to detail with the ability to manage multiple tasks simultaneously.
- Proficiency in Microsoft Office Suite and familiarity with CRM software.
- Ability to work effectively both independently and as part of a collaborative team.
- Commitment to maintaining confidentiality and adhering to regulatory compliance standards.
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Ameriprise Financial Services, LLC