Part-time Administrative Assistant jobs in United States
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Ameriprise Financial Services, LLC · 5 hours ago

Part-time Administrative Assistant

positionGarden City, NY
timePart-time
remoteOnsite
seniorityNew Grad, Entry Level
money$20/hr - $25/hr

Ameriprise Financial is a financial planning office seeking a Part-time Administrative Assistant for their independent advisor franchisee. The role involves supporting daily business operations, scheduling meetings, preparing presentations, and ensuring smooth client interactions.

CommercialConstructionProperty ManagementReal EstateResidential
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H1B Sponsor Likelynote

Responsibilities

Prepare correspondence for advisor signature
Copy and track all client and practice materials including business correspondence
Copy and follow-up with home office on related issues
Schedule client appointments and prepare agendas/ forms for appointments
Conduct client appointment reminder calls and check-in calls on follow up items
Assist the planning assistant, paraplanner, associate financial advisor and advisor
Perform other allowable duties as assigned by the financial advisor
Greet clients upon arrival and extend hospitality to clients
Set up and maintain client management system
Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation
Document client contacts/calls
Track client special events and make appropriate contact per established client contact model

Qualification

Computer skillsOrganizational skillsEffective communicationTime managementMulti-taskingPolite phone mannerAttention to detailPositive attitude

Required

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
Ability to support and provide guidance for compliance within the advisor's practice
Positive attitude and sincere willingness to constantly learn and grow
Part-time
FINRA Licenses not required

Company

Ameriprise Financial Services, LLC

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At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
dateFounded in 1990
location
Vancouver, Washington, USA
people-size5001-10000 employees
web-link
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)

Funding

Current Stage
Late Stage

Leadership Team

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Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
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Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
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Recent News

MarketScreener
Dow, S&P 500 post record closing highs; Nasdaq eases with tech
2025-10-03
MarketScreener
Experienced, Female-Led Team With More Than $300 Million in Assets Joins Ameriprise Financial for Greater Flexibility, Independence, and Support
2025-10-02
thefly.com
Ameriprise price target raised by $18 at BofA, here's why
2025-10-02
Company data provided by crunchbase