Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as a Part-time position 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.

Key Responsibilities/Duties

Prepare correspondence for advisor signature

Copy and track all client and practice materials including business correspondence

Copy and follow-up with home office on related issues

Schedule client appointments and prepare agendas/ forms for appointments

Conduct client appointment reminder calls and check-in calls on follow up items

Assist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s)

Perform other allowable duties as assigned by the financial advisor(s)

Greet clients upon arrival and extend hospitality to clients

Set up and maintain client management system

Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation

Document client contacts/calls

Track client special events and make appropriate contact per established client contact mode

Qualifications and Requirements:

Strong organizational and computer skills

Direct attention to detail and organization

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 and Ameriprise

Ability to support and provide guidance for compliance within the advisor’s practice

Positive attitude and sincere willingness to constantly learn and grow

Naviplan knowledge is a plus, although not required

Compensation and Benefits:

20 hours per week

In office position, ideally everyday Monday - Friday from 10-2pm *flexible on the hours*

Office address: 100 Summit Lake Dr Suite 150, Valhalla, NY 10595

No health benefits

FINRA Licenses not required ​

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.

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.

Base Pay Salary

The estimated base salary for this role is $20-$25 an hour.

Full-Time/Part-Time

Part time