29 applicants

Company

Original Job Post

Ameriprise Financial Services, LLC · 3 days ago

Administrative Assistant

Oakbrook Terrace, IL

Full-time

Onsite

Entry Level

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FinanceFinancial Services

H1B Sponsorship

Hiring Manager

Paige Kosmynka

Insider Connection @Ameriprise Financial Services, LLC

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Responsibilities

Prepare correspondence for advisor signature

Copy and track all client and practice materials including business correspondence

Schedule client appointments and prepare agendas/forms for appointments

Conduct client appointment reminder calls and check-in calls on follow-up items

Greet clients upon arrival and extend hospitality

Write notes or letters to clients 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

Coordinate marketing events and client appreciation events and seminars for the practice

Answer questions and provide readily available information to clients, as it relates to servicing their accounts

Work with home office to ensure accurate account setup and resolve issues

Maintain files and records in accordance with the records retention policy

Answer unsolicited calls from prospects to schedule appointments or refer to advisor

Order supplies and other office-related items

Review and respond to emails as necessary

Qualification

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Computer skillsClient communicationCompliance supportFINRA regulationsProblem-solvingHard-workingEffective communicationTime managementPolite demeanorMulti-taskingAdherence to rulesRegulationsPositive attitudeWillingness to learnGrow

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 FINRA

Ability to support and provide guidance for compliance within the advisor’s practice

Positive attitude and sincere willingness to constantly learn and grow

Company

Ameriprise Financial Services, LLC

Glassdoor

3.8

At Ameriprise Financial, we have helped our clients feel confident about their financial futures for more than 125 years.

Founded in 1894

Minneapolis, Minnesota, USA

5,001-10,000 employees

https://www.ameriprise.com/

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

Trends of Total Sponsorships

2023 (47)

2022 (100)

2021 (85)

2020 (74)