Job DescriptionPosition DescriptionStep into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on 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.This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing 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. Position Functions: 70% Business Management  Work with home office to ensure accurate account setup and resolve issues Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts Maintain files and records in accordance with the records retention policy Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s) Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice30% Client Care  Set up and maintain client management system Call clients or prospects to set up meetings or appointments Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s) Coordinate client appreciation events and seminars Answer unsolicited calls from prospects to schedule appointments or refer to advisor  Key Traits:Direct Attention to detail and organizationEffective communication with clients and other advisors/staffEffective and efficient time managementPolite and clear phone mannerAbility to multi-taskAbility to adhere to rules ad regulations as sates and required by advisor, Ameriprise FinancialAbility 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:College degree of Higher ORLarge experience in working in / managing a small office environment.Company DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Ameriprise Financial was rated #1 in the investment industry for trust according to the Temkin Group 2018 Trust Ratings. The Temkin Trust Ratings (TTR) is an openly available loyalty benchmarking metric. When companies have earned trust, their customers are willing to believe their claims and are more inclined to work with the company. The TTR is based on consumer feedback of their recent interactions with companies. Consumers were asked “to what degree do you TRUST that these companies will take care of your needs?

Job DescriptionPosition DescriptionStep into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on 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.This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing 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. Position Functions: 70% Business Management  Work with home office to ensure accurate account setup and resolve issues Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts Maintain files and records in accordance with the records retention policy Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s) Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice30% Client Care  Set up and maintain client management system Call clients or prospects to set up meetings or appointments Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s) Coordinate client appreciation events and seminars Answer unsolicited calls from prospects to schedule appointments or refer to advisor  Key Traits:Direct Attention to detail and organizationEffective communication with clients and other advisors/staffEffective and efficient time managementPolite and clear phone mannerAbility to multi-taskAbility to adhere to rules ad regulations as sates and required by advisor, Ameriprise FinancialAbility 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:College degree of Higher ORLarge experience in working in / managing a small office environment.Company DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Ameriprise Financial was rated #1 in the investment industry for trust according to the Temkin Group 2018 Trust Ratings. The Temkin Trust Ratings (TTR) is an openly available loyalty benchmarking metric. When companies have earned trust, their customers are willing to believe their claims and are more inclined to work with the company. The TTR is based on consumer feedback of their recent interactions with companies. Consumers were asked “to what degree do you TRUST that these companies will take care of your needs?

Job DescriptionPosition DescriptionStep into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on 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.This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing 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. Position Functions: 70% Business Management  Work with home office to ensure accurate account setup and resolve issues Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts Maintain files and records in accordance with the records retention policy Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s) Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice30% Client Care  Set up and maintain client management system Call clients or prospects to set up meetings or appointments Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s) Coordinate client appreciation events and seminars Answer unsolicited calls from prospects to schedule appointments or refer to advisor  Key Traits:Direct Attention to detail and organizationEffective communication with clients and other advisors/staffEffective and efficient time managementPolite and clear phone mannerAbility to multi-taskAbility to adhere to rules ad regulations as sates and required by advisor, Ameriprise FinancialAbility 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:College degree of Higher ORLarge experience in working in / managing a small office environment.Company DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Ameriprise Financial was rated #1 in the investment industry for trust according to the Temkin Group 2018 Trust Ratings. The Temkin Trust Ratings (TTR) is an openly available loyalty benchmarking metric. When companies have earned trust, their customers are willing to believe their claims and are more inclined to work with the company. The TTR is based on consumer feedback of their recent interactions with companies. Consumers were asked “to what degree do you TRUST that these companies will take care of your needs?