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Job Information

Ameriprise Financial Administrative Assistant-Part Time in Brookings, South Dakota

19321BR

Job Description:

Brookings, SD Office

Part-Time: Monday – Friday (10am--5pm)

Role: To provide exceptional customer service to our clients

Job ID:

19321BR

Full-Time / Part-Time:

Part time

About Our Company:

With the right company, life can Be Brilliant®. 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 and we can Be Brilliant® together.

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.

Line of Business:

Franchise

Posting Title:

Administrative Assistant-Part Time

Responsibilities:

Duties:

  • Phone Duties

  • Handling incoming phone calls

  • Getting as much information as possible from the callers before passing the calls to an advisor

  • Taking messages

  • Scheduling

  • Schedule appointments for Advisors

  • Should be organized & detailed

  • Make outgoing calls to schedule appointments

  • Advisor Support

  • Preparing agendas for meetings, processing paperwork, checks, electronic filing and anything else requested by the advisor

  • Follow-up on processed paperwork to maintain that it was submitted in-good order

  • Understanding Ameriprise systems so you can setup clients & create basic paperwork

  • Handling incoming & outgoing mail & logs

  • Client Service

  • Greeting & offering clients a beverage as they enter

  • Make them feel as welcome as possible in the waiting room

  • Letting the advisor know the clients have arrived

  • Marketing

  • Work with the marketing team and advisors to organize the events

  • Send out invites & take the RSVPs

  • Supply ordering and general organization

  • Maintain social media and advisor websites

  • Office

  • Oversee the office, keep clean and in an orderly fashion in-between cleaner visit

  • Let the landlord or advisors know if there’s any major issues

Recruiting Location:

Brookings, SD

Required Qualifications:

Requirements

  • High school diploma or higher preferred

Job Family Group:

Franchise

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