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Administrative Assistant

Company: Ameriprise Financial - Virginia
Location: Charlottesville
Posted on: June 1, 2021

Job Description:

 

This position supports the Operations team of a financial planning and wealth management practice. The Administrative Assistant is an ambassador of first impressions for clients, prospective clients, and associated professionals. Together, we help clients gain clarity, confidence, and contentment in their finances.

 

Key Responsibilities                                     

* Reception and hospitality for visiting clients * Maintain office supplies, appearance, and order * Answer phones and direct calls appropriately * Process mail and document receipt * Shipping, ordering, and event preperation including venue, invitations, menu, materials, and attendance as necessary, etc. (up to 6 evenings per year) * Assist in basic client service (birthday cards, confirmations, etc.) * Maintain social media and team website * Special projects as necessary  

Key traits of a successful Administrative Assistant

* Direct attention to detail and organization * Uses Microsoft Office suite capably * Masters Ameriprise technology quickly * Effective communication with clients, advisors, and staff * Service-minded * Effective and efficient time management * Polite and clear phone manner * Ability to prioritize and focus * Adheres to rules and regulations as stated and required by Advisors and FINRA * Positive attitude and sincere willingness to constantly learn and grow * Professional demeanor  

Hours & Location

 

This is a part-time, hourly position for 30 hours per week, with the opportunity to grow to full-time, salaried status. The Administrative Assistant works at the offices of ArkWise Wealth – 908 East Jefferson Street, Suite 201.

Keywords: Ameriprise Financial - Virginia, Charlottesville , Administrative Assistant, Other , Charlottesville, Virginia

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