Administrative Assistant

Company: Brannigan & Associates, A private wealth advisory
Location: Wilbraham
Posted on: May 13, 2022

Job Description:

Job Description Step into an instrumental role. Help conduct the smooth operation of a fast-paced---and friendly---financial planning office. Work as a member of an independent advisor franchisee team with a financial advisory practice of Ameriprise Financial. You will assist in daily business operations and contribute to the success of the team. Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office workflow 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. 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. Responsibilities Greet clients upon arrival Schedule and confirm client appointments Answer incoming calls and emails, document accordingly Process incoming mail and checks; document in mail/funds log Assist with the preparation of client information using MS Word, MS Excel, and MS PowerPoint. Review Advisor---s meeting notes and follow up to complete tasks Prepare and submit new business applications for various investment strategies; follow up to ensure funding requirements are met -- Resolve issues with the corporate office regarding client accounts and transactions -- Assist with planning marketing events -- Comply with and learn all Ameriprise Financial procedures and policies Key Traits for this position: 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 Positive attitude and sincere willingness to constantly learn and grow Required Qualifications Associates degree 1 -3 years customer service experience required (Financial services experience preferred) Ability to function in a fast paced environment and maintain operational quality, confidentiality and demonstrated professionalism. Excellent interpersonal skills to interact effectively with clients during phone calls, emails or in person. Effective written and oral communication skills, strong client service orientation. Ability to handle multiple priorities, strong attention to detail. Proficient with standard software(MS Word, Excel, Power Point, Sales Force) and office equipment, and ability to adapt to new technology. Because Ameriprise Financial is obligated to comply with a number of laws and regulations that require the firm to obtain fingerprints and conduct background screening of registered persons (FINRA Rule 1010) and those who have access to customer information (Gramm-Leach-Bliley Act of 1999), Ameriprise Financial requires you to be fingerprinted within ten (10) working days of your association with the firm. During the onboarding process, fingerprints are obtained and submitted through a national database maintained by the Department of Justice.

Keywords: Brannigan & Associates, A private wealth advisory , Springfield , Administrative Assistant, Administration, Clerical , Wilbraham, Massachusetts