We are seeking a highly motivated and detail-oriented individual to join our team as an Administrative Assistant. As an Administrative Assistant, you will play a crucial role in providing exceptional service and support to our clients in the financial services industry. This is an excellent opportunity for someone who is passionate about building relationships, has strong communication skills, and is interested in the financial services sector.
Responsibilities:
Asset Allocation analysis (tracking performance, risk, and return using Morningstar Workstation).
Research/Security selection and analysis - mutual funds, ETFs, alternatives.
Trading the investments for all advisors on all platforms.
Money Movement submissions, RMD calculations and tracking, qualified plan distributions and rollovers: (ACH, Wire, Check, Internal).
Portfolio construction and design (based on case specifics to client).
Ability to contact clients for verbal authorization on trades for SPS Advantage and brokerage accounts.
Prepare initial product solutions for advisor review and use in client meetings.
Cash management (daily monitoring cash balances to fund income payouts to clients - trading to replenish cash for client payouts).
Monitor allocation drift (via asset allocation dashboard), trade to model and eliminate drift.
Answer questions and provide readily available information to clients, as it relates to servicing their accounts.
Document all client contact/calls in CRM.
Key Traits of a Successful Administrative Assistant
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, Ameriprise Financial
Ability to support and provide guidance for compliance within the advisor's practice
Positive attitude and sincere willingness to constantly learn and grow
Education and Other Designations:
Bachelor's degree or higher
2+ years of similar experience
Can obtain the federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses
If you are looking for a challenging yet rewarding career in the financial services industry, we encourage you to apply for the position of an Administrative Assistant.
Job Type: Full-time
Pay: From $18.00 per hour
Expected hours: 40 per week
Benefits:
Compensation package:
Schedule:
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Day shift
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Monday thru Friday
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No nights
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No weekends
Ability to Relocate:
Work Location: In person