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

•  Welcome clients and visitors and provide a warm, professional office experience.

•  Assist with scheduling client appointments and preparing agendas, forms, and meeting materials.

•  Prepare correspondence and documents for advisor review and signature.

•  Track client and practice materials, including business correspondence and follow-up items.

•  Support the team with day-to-day administrative and operational activities.

•  Maintain organized client records and accurately document client communications.

•  Assist with appointment reminders, client check-ins, and routine follow-up activities.

•  Help coordinate office projects, client events, and other practice initiatives.

•  Provide general office support, including filing, copying, and maintaining office materials.

•  Perform additional allowable duties as assigned by the financial advisor.

What We Are Looking For:

•  Strong organizational skills with careful attention to detail.

•  Professional, friendly, and clear written and verbal communication.

•  A welcoming, client-focused approach and a polite phone manner.

•  Ability to manage multiple priorities and follow through in a fast-paced environment.

•  Strong time-management skills and confidence using computers and office systems.

•  Ability to collaborate effectively with financial advisors and other team members.

•  Willingness to follow established policies, procedures, and compliance requirements.

•  A positive attitude, dependability, and a sincere desire to learn and grow.

Education and Experience:

•  High school diploma or equivalent required; additional education is welcomed.

•  Previous administrative, front desk, customer service, or office support experience preferred.

•  Experience in financial services or a professional office environment is helpful but not required.

Base Pay Salary

Full-Time/Part-Time

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.