Posted in Management 15 days ago.
Type: Full Time
Job DescriptionStep into an instrumental role as the Receptionist for a top wealth management firm. Help conduct the smooth operation of a fast-paced-and friendly- office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. ResponsibilitiesResponsibilities of the Receptionist will include the following:Greet clients and offer them drinks when they arrive for appointments;Announce client arrivals to the appropriate staff;Validate guest parking;Answer incoming phone lines and redirect callers appropriately;Retrieve, process, log and distribute incoming and outgoing mail, checks and faxes;Accept and distribute express mail deliveries;Prepare daily overnight packages for delivery to Ameriprise headquarters;Maintain a clean desk area and office kitchen;Order supplies for the office and kitchen;Restock office drink supplies; andProvide general clerical support to multiple advisors, including data entry, alphabetizing client documents, scanning and filing electronic client documents, drafting business letters and other related duties as needed.Key Traits of a Successful Receptionist: Strong organizational and computer skillsDirect attention to detail and organizationEffective communication with clients and other advisors/staffEffective and efficient time managementPolite and clear phone mannerAbility to multi-taskAbility to adhere to rules and regulations as stated and required by advisor and AmeripriseAbility to support and provide guidance for compliance within the advisor's practicePositive attitude and sincere willingness to constantly learn and grow.Required QualificationsRequirements:High school degree required; college degree preferred;1 - 3 years' experience in an administrative support capacity, with wealth management experience preferred; andProfessional attitude and presentation.About Our CompanyWith the right company, life can be brilliant. At Ameriprise, 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. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available here.VEVRAA Federal ContractorWe request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.PDN-91c63521-3151-446d-a01c-a09deeb4fa76