At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

Key Responsibilities

Business and Practice Management

• Greet clients
• Deposit & Log incoming checks/mail in to Ameriprise Mail Log
• Help with necessary copying, scanning and filing
• Assist in basic client service including, birthday cards and meeting confirmations
• Maintain files and records
• Update client data when instructed by Advisor
• Maintain office supplies and order more when needed
• Special projects as necessary
• Keep work methods and procedures up-to-date and compliant
• Plan and prioritize own work schedule
• Use to-do lists, calendars, computer software or other work/time management systems
• Assist with Online Client Experience set up and problem solving, as well as online set up for secure email
• Manage client experience and client touchpoints
• Assist with: Gifting, Client milestones, Events
• Assist in meeting preparations including pulling e-meeting & updating excel sheets.

 Key Skills/Abilities/Knowledge/Competencies:

For success in this role, an individual must be able to perform each primary responsibility at a basic level. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

Two years’ related experience and/or training; or equivalent combination of education and experience.  

Language Skills:

• Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations 
• Able to write reports, business correspondence, and procedure manuals
• Able to effectively present information and respond to questions from managers, clients, customers, and the general public. 
• Excellent written and verbal communication skills are essential and mandatory

Computer Skills:

Able to use MS Excel, MS Word, Outlook, Adobe, Teams, accounting software, contact management systems, database software and other software tools as necessary

Technical duties, tasks, and skills:

•  Able to process Money Movement requests
•  Able to prepare and understand a financial plan
• Able to navigate the Ameriprise Financial website and guide clients through the website

Other Skills and Abilities:

• It is essential that the Receptionist role has a high degree of integrity, honesty, commitment and trust. The financial health, image and goodwill of the company are highly influenced by the person holding this position.   
• A successful Receptionist will have excellent inter and intrapersonal relationship skills, effective communication skills and the willingness to show empathy and understanding for various points of view.
• Able to communicate with clients in a professional, clear and concise manner is essential.
• The Receptionist must exercise discretion in dealing with the personal information of clients.

Work Environment:

The work environment is typical office work such as you would find in a bank, insurance business, accounting firm, law firm or other professional office.  There are no unusual or significant hazards and reasonable accommodations can usually be made.

Base Pay Salary

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.