This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/jobs/12348178

\"Achieve your dreams and help clients realize theirs with a career at Ascent Financial Partners, an independent financial advisory practice of Ameriprise Financial Services, LLC.Our success is based on relationships established and strengthened by talented people like you.Ameriprise Financial is a longstanding leader in financial planning and advice with a holistic approach that fosters lasting personal relationships and helps people feel confident about their financial future. When you join Ascent Financial Partners, you\'ll find unparalleled culture, support, and opportunities to make a difference in clients\' lives.Take the first step in joining our team of talented professionals by applying for the position below.Administrative Assistant Help conduct the operation of a financial advisory practice with an independent franchise of Ameriprise Financial. Assist in daily business operations allowing our team to focus on continuing to provide exceptional client service and advice to our clients.Provide administrative support by scheduling meetings, preparing presentations, preparing client communications, tracking new business correspondence, coordinating/tracking projects, and managing business-as-usual tasks such as filing, copying, printing, and handling office mail.Responsibilities and time allocation will change over time to meet the practice\'s needs and can include other duties as assigned by the team.Position functions:Administrative assistanceAnswer multiple phone lines and direct callers so appropriate team membersTracking all incoming mail and following firm compliance proceduresPrepare correspondences to clientsScan documents to client files and submit formsDeposit and code client\'s checks into appropriate accountsTrack financial planning fees and renewalsCopy and follow-up with home office on related issuesSchedule and prepare agendas and forms for client appointmentsConduct client appointment reminder calls and check-in calls on follow-up itemsSet and maintain office atmosphere (cleanliness, magazines, coffee, garbage, office) including inventory of office suppliesAssist others in the practice as needed on other office projectsClient careGreet and extend hospitality to clients and document client communicationsSet up and maintain client management system and track client special eventsWrite notes or letters to clients and administer client appreciation tasksKey traits of a successful Administrative Assistant:Strong computer and phone skills - embracing technology for efficiencyEffective communication with clients, advisors, and staffEfficient time management, organization, attention to detail, and multitasking skillsAbility to adhere to rules and regulations as stated and required by the team and Ameriprise FinancialAbility to support and provide guidance for compliancePositive attitude and sincere willingness to continually learn, grow, and be collaborativeEducation and experience:High school degree required1 -2 years of experience with customer service preferred1 -2 years of experience providing administrative support preferably in the finance industryBenefits:Attractive retirement planHealth, disability and dental insurancePaid time offHoliday payCompensation:\$20 - \$25 an hourAt 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 ow er.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.Full-Time/Part-TimeFull timePDN-9d7dd633-dd77-420a-bc6d-6dfa26b8f38b\"