Simplify Logo

Full-Time

Executive Administrative Assistant

Confirmed live in the last 24 hours

Ameriprise Financial

Ameriprise Financial

10,001+ employees

Provides financial planning and advisory services

Fintech
Financial Services

Senior

Tampa, FL, USA

Hybrid position.

Category
Administrative & Executive Assistance
Administrative Support
Required Skills
Canva
Salesforce
Marketing
Requirements
  • Microsoft Office (Required)
  • SaleForce or Other CRM Database
  • Canva
  • College degree of higher
  • 5+ years of similar experience
Responsibilities
  • Answer phones, transfer calls as needed or coordinate messages
  • Oversee and manage Financial Advisor email
  • Prepare correspondence for advisor signature
  • Copy and track all client and practice materials including business correspondence
  • Mail Handling
  • Schedule client appointments and prepare agendas/ forms for appointments
  • Conduct client appointment reminder calls and check-in calls on follow up items
  • Oversees branch account payable and expense tracking
  • Manage practice reporting
  • Update website and execute ongoing advertising and marketing campaigns
  • Coordinate and oversee office, office building, and property maintenance
  • Manage phones, computer, and printer networking
  • Oversee financial plan tracking for plan count, deliveries, and fee collections
  • Manage client related case escalations
  • Assist with new client onboarding
  • Assist clients with setting up their client website portal and provide tutorial of website capabilities
  • Assist with and ensure timely processing of new account setup, money movement and systematic arrangements, account transfer requests, and rollovers requests
  • Process account and client maintenance such as profile changes, beneficiary changes, ownership changes, fee changes, bank linking, etc.
  • Assist with processing Estate settlements
  • Client Relationship Management and reporting
  • Backup for other team members
  • Office supply management
  • Perform other allowable duties as assigned by the financial advisor(s) and/or other practice leaders
  • Greet clients upon arrival and extend hospitality to clients
  • Set up and maintain client management system
  • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
  • Track client special events and make appropriate contact per established client contact model
  • Write notes or letters to clients on personal letterhead of administrative nature only
  • Identify and order client appreciation gifts

Ameriprise Financial offers financial planning services and advice through a network of financial advisors. Their services include helping clients assess their retirement readiness and providing strategies to manage investment risks. Clients can engage in conversations about their financial goals, such as whether to pay off a mortgage early, with the guidance of an advisor who can help them make informed decisions. What sets Ameriprise apart from competitors is their focus on personalized financial planning and the emphasis on rational decision-making in investing. The company's goal is to empower clients to achieve their financial dreams and live the life they have earned.

Company Stage

N/A

Total Funding

$287.3M

Headquarters

Minneapolis, Minnesota

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Joining Ameriprise offers the opportunity to work with a leading financial planning firm with a strong reputation and extensive client base.
  • The company's focus on personalized financial advice allows advisors to build meaningful relationships with clients, enhancing job satisfaction.
  • Ameriprise's philanthropic efforts and community involvement can provide employees with a sense of purpose and pride in their work.

What critics are saying

  • Legal disputes, such as the ongoing lawsuit with LPL Financial, could impact Ameriprise's reputation and create a challenging work environment.
  • The competitive nature of the financial advisory industry may pressure Ameriprise to continuously innovate and differentiate its services.

What makes Ameriprise Financial unique

  • Ameriprise Financial emphasizes personalized financial planning and advisor-client relationships, setting it apart from competitors who may focus more on automated or impersonal services.
  • The firm's Confident Retirement® approach and focus on retirement readiness provide a unique value proposition in the financial advisory market.
  • Ameriprise's commitment to philanthropy, as evidenced by nearly $2 million in grant funding, enhances its reputation as a socially responsible company.

Help us improve and share your feedback! Did you find this helpful?