Overview
Administrative Assistant Jobs in Bedford, NH at Ameriprise Financial
Full Job Description
Step into an instrumental role as an Administrative Assistant with Paul A. Pouliot & Associates, a Private Wealth Financial Advisory practice with Ameriprise Financial. This company is built on strong values and principles and strives to uphold the highest levels of integrity, honesty, caring, and thoughtfulness while delivering excellent advice. This role will help to fulfill the company’s mission with a focus on fostering professional relationships with peers and with clients.
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 advisors the assurance they need to know that their practice is being maintained and supported within Ameriprise Financial guidelines.
This role provides administrative support by scheduling meetings, preparing client communications and tracking correspondence. This role is responsible for responding to requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, scanning, and maintaining client data and records.
As an Administrative Assistant, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
Responsibilities and time allocation – will change over time to meet the needs of the practice and can include other duties.
Position Functions:
Schedule client appointments and prepare for meetings
Conduct client meeting reminder calls and check-in calls on follow up items
Greet clients upon arrival and extend hospitality to clients
Set up and maintain client management system
Work with home office to ensure accurate account setup and resolve issues
Document client contacts/calls
Prepare correspondence for advisor signature
Review and update client information as needed for client review meetings
Maintain files and records in accordance with the records retention policy
Assist the advisors and fellow team members
Answering the organizational phone line, and documenting outcomes of conversations to refer information to other team members.
Opening up new accounts and maintaining records in client management system Ameriprise CRM.
Documenting outcomes of client interactions in Ameriprise CRM.
Copying/scanning/filing important documents
Maintain office supplies and order as appropriate
Completing and tracking applications to completion/Business Processing
Key Traits of a Successful Administrative Assistant:
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
Education and Other Designations:
High school degree or higher
1-3 years of similar experience
Job Type: Full-time
Pay: $22.00 – $23.00 per hour
Benefits:
Paid time off
Schedule:
…
Title: Administrative Assistant
Company: Ameriprise Financial
Location: Bedford, NH
Category:
