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Ameriprise Financial Services, LLC · 4 hours ago

Administrative Assistant

Charleston, WV

Part-time

Onsite

New Grad, Entry Level

Ameriprise Financial has been helping individuals feel confident about their financial future for over 130 years. The Evans Group is seeking a highly organized and client-focused Client Relationship Manager to manage administrative processes and ensure an exceptional client experience within their financial advisory practice.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

Responsibilities

Serve as the first point of contact for clients—answer inbound calls and greet clients during visits

Manage scheduling for client meetings, including sending invitations, reminders, and follow-ups

Prepare agendas and ensure meeting readiness, including compliance folders and materials

Maintain and update client records, including meeting notes, tasks, and client communications

Handle scanning, electronic filing, and document storage in appropriate systems

Process mailings, paperwork for signatures, and confirm receipt of client checks

Monitor and respond to client messages, when appropriate, and log relevant communications

Manage office inventory and supplies; order as needed

Oversee invoicing and payment tracking

Assist with new business processing and compliance recordkeeping

Organize welcome baskets, retirement gifts, and special occasion cards

Support financial planning deliverables by posting documents to required systems

Provide administrative support for advisor email and voicemail management

Qualification

Client service orientationOrganizational skillsVerbal communicationCompliance familiarityWritten communicationWillingness to learnMulti-taskingProfessional phone etiquetteAttention to detailPositive attitude

Required

Strong attention to detail and organizational skills

Excellent verbal and written communication abilities

Ability to manage multiple priorities and meet deadlines

Professional phone etiquette and client service orientation

Familiarity, or adaptability, with compliance requirements in a financial advisory setting

Positive attitude and willingness to learn and grow

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)