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Ameriprise Financial Services, LLC · 1 day ago

Administrative Assistant/Client Service Coordinator

Monticello, MN

Full-time

Onsite

New Grad, Entry Level

$27/hr - $31/hr

Gagnon & Bigalke is a financial advisory practice of Ameriprise Financial Services, LLC, dedicated to helping clients feel confident about their financial future. The Administrative Assistant/Client Service Coordinator will support advisors by handling client interactions, managing office operations, and ensuring a welcoming environment for clients.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

Hiring Manager

Mike Gagnon

Responsibilities

Answer phones with warmth, professionalism, and clarity

Greet clients and make them feel welcomed and supported

Handle client questions when possible; if answers are not known, gather information and call the client back

Serve as a buffer for advisors by using their time efficiently when they are in meetings or focused planning

Prepare client folders, forms, meeting materials, and paperwork

Schedule appointments and assist with calendar coordination

Scan, file, organize paperwork, track status of client requests

Keep supplies organized and the office running smoothly

Complete follow up tasks - sending confirmations, reminders, and outreach as needed

Help with small operational improvements and efficiencies when things can be done better

Be on top of what is happening in the office and step in to help before being asked

Maintain a tidy, welcoming, efficient atmosphere

Contribute ideas, solutions, and energy that help the office succeed

Qualification

Client communicationOffice organizationProfessionalismConfidentialityInitiativeTime managementTeam supportAdaptability

Required

Is reliable, on time every day and takes pride in their work ethic

Wants long term stability

Takes initiative and leverages advisor's time by answering/solving client's basic questions before involving advisors

Communicates clearly to clients via phone and in person with information from advisor

Coachable/adaptable, takes constructive criticism positively and as an opportunity to grow and better our practice

Works well in a fast moving environment with multiple priorities

Brings a low drama, professional and an easy to work with presence

Balances being friendly and personable with staying productive and focused

Requires 100% confidentiality and professionalism when working with financial and personal client information

Ability to work full time, 40 hours weekly

Answer phones with warmth, professionalism, and clarity

Greet clients and make them feel welcomed and supported

Handle client questions when possible; if answers are not known, gather information and call the client back

Serve as a buffer for advisors by using their time efficiently when they are in meetings or focused planning

Prepare client folders, forms, meeting materials, and paperwork

Schedule appointments and assist with calendar coordination

Scan, file, organize paperwork, track status of client requests

Keep supplies organized and the office running smoothly

Complete follow up tasks - sending confirmations, reminders, and outreach as needed

Help with small operational improvements and efficiencies when things can be done better

Be on top of what is happening in the office and step in to help before being asked

Maintain a tidy, welcoming, efficient atmosphere

Contribute ideas, solutions, and energy that help the office succeed

Benefits

Performance based incentives

Paid holidays

PTO

Simple Retirement Account with a 3% match offered after 1 year

Training provided to supplement your education and experience

Opportunities to grow into operations, practice management, or financial services support

Company

Ameriprise Financial Services, LLC

Glassdoor3.8

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Founded in 1990

Vancouver, Washington, USA

5001-10000 employees

https://www.kpsinc.net

H1B Sponsorship

Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (105)

2024 (74)

2023 (62)

2022 (105)

2021 (82)

2020 (73)