Administrative Executive Assistant

2 weeks ago


Greenville, United States Ameriprise Financial Full time
Job DescriptionJob Description

Administrative Executive Assistant  

 

Introduction

 

Step into a purpose driven role on an elite team of high performers. You will be working most of the time directly with an advisor.  Help conduct the smooth operations of a financial planning advisor by assisting in daily business functions, delivering a client experience that inspires confidence, simplifies life, and builds meaningful relationships.  Here at JourneyPoint Wealth Advisors, an Ameriprise Financial Planning practice, we have a trusting environment and a team of eight people that are focused on leadership and results.

 

Job Description

·     Work with others to maintain the facilities, office equipment and supplies

·     Schedule client appointments and prepare documents for client meetings

·     Answer incoming calls and find solutions for their inquiries

·     Manage incoming mail and checks

·     Create cover letters and shipping labels for client packages

·     Scan, file, and fax documents

·     Facilitate Teams Virtual Client meetings for the financial advisor

·     Take detailed notes and compile summary emails for client meetings

·     Process and manage the daily follow-up after client meetings

·     Review and respond to emails as necessary

·     Maintain a tidy and clean office space where clients will feel comfortable

·     Work with our version of Salesforce database to support practice management

·     Team up with others on ad hoc projects

Key Traits of Success Include

·     Strong computer skills in Word, Excel and Outlook

·     Attention to detail and organization

·     Effective communication with clients, team members and advisors

·     Polite and clear phone mannerisms

·     Ability to multi-task

·     Flexibility in a fast-paced environment

·     Efficient at time management

·     Adaptive mindset

·     Positive attitude, calm demeanor and sincere willingness to constantly learn and grow individually and as a team

 

This is a Part-Time position at the office working Tuesday through Friday, Noon to 5:00, willing to be flexible for the right candidate.  A background check will be performed.  You will have paid holidays as well as paid time off and sick leave. Salary is commensurate with experience. The office is in Greenville, SC.


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