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Ameriprise Financial Services, LLC · 3 days ago

Client Concierge- Administrative Assistant

West Linn, OR

Full-time

Hybrid

New Grad, Entry Level

$23/hr - $29/hr

Ameriprise Financial Services, LLC is a trusted name in financial services, providing investment advice and asset management for over 130 years. They are seeking a Client Concierge - Administrative Assistant to assist advisors in delivering exceptional client experiences and managing various administrative tasks.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

Hiring Manager

Kristi Van Vleck MBA, CRPC® ,CDFA®, BFA®

Responsibilities

Assist advisors in creating white glove experiences for clients

Manage administrative tasks, oversee the online scheduling program and manage advisor schedules

Answer incoming calls and emails professionally

Conduct client transaction requests including money movement and account set-up as directed by advisors

Ensure smooth office operations

Provide executive-level administrative support

Fill out transaction forms

Deliver excellent service to clients by addressing inquiries and facilitating client gift giving and cards

Attend 2-3 client appreciation events each year and support the Marketing Manager

Qualification

Administrative AssistanceExecutive Administrative AssistanceMicrosoft Office SuitePhone/Email EtiquetteAttention to DetailProfessionalismClient-facing ExperienceOrganizational SkillsReliability

Required

Administrative Assistance and Clerical Skills to efficiently handle office operations and document management

Strong Phone/Email Etiquette and Communication skills to professionally interact with clients and team members

Experience in Executive Administrative Assistance to provide high-level support and maintain confidentiality

Attention to detail, organizational skills, and ability to manage multiple tasks efficiently and accurately

Proficient in Microsoft Office Suite, specifically Word and Excel and other relevant administrative tools

Professionalism, reliability, and ability to work effectively in an on-site and also virtual team environment

Preferred

Previous experience in financial services or client-facing roles

Benefits

$350 per month stipend that will go towards home office expenses and is a tax free benefit.

12 paid holidays

Bonus holiday: Your birthday off

Up to 4 years: 2 weeks per year on accrual basis

5 years: 3 weeks per year on accrual basis

10 years: 4 weeks per year on accrual basis

Up to 3 personal days per year can be rolled

5 sick days per year, no roll-overs

Safe Harbor 401(k) plan with 3% employer contribution-does have Roth option

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)