Ameriprise Financial Services, LLC · 5 hours ago
Administrative Assistant - Financial Advisory Practice
Center Valley, PA
Part-time
Onsite
New Grad, Entry Level
$20/hr - $20/hrAmeriprise Financial is seeking an Administrative Assistant to support their private wealth financial planning office. The role involves scheduling client meetings, managing financial advisors' calendars, and ensuring efficient business operations.
CommercialConstructionProperty ManagementReal EstateResidential
Responsibilities
Schedule client meetings
Manage financial advisors' calendars
Communicate with clients on behalf of financial advisors
Handle incoming calls and inquiries
Perform various administrative tasks
Qualification
Required
Proficiency in computerized systems
Strong organizational skills with the ability to prioritize tasks effectively
Excellent communication skills for interacting with clients and other team members
Preferred
Associate's degree
Experience in the wealth management industry
Company
Ameriprise Financial Services, LLC
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
Founded in 1990
5001-10000 employees
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 StageLeadership Team
Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
Recent News
2025-10-03
2025-10-02
Company data provided by crunchbase