Benefits:
401(k)
401(k) matching
Paid time off
Join Our Team!
We would love to have you join our team at Ameriprise Financial! We offer a competitive wage, robust time-off policy, paid holidays, bonuses, retirement program, and much more. Our focus is on comprehensive financial planning. We get to know our clients on a personal level and maintain a high degree of trust, which allows for deeper conversations about their future financial decisions.
The Receptionist / Operations Assistant position helps conduct the smooth operation of a professional and friendly financial planning office. This role combines front desk reception duties with aspects of digital marketing, bookkeeping, and office administration.
Responsibilities:
Create a welcoming first impression for clients when they visit the office or call in
Manage digital marketing and social media posts
Utilize Salesforce and internal company reports to help advisors run more efficient practices
Deposit checks into client accounts and scan documents to client files
Text or email appointment reminders and greet clients upon arrival
Maintain an incoming mail log and process outgoing mail
Maintain a clean and organized office space including break room/kitchen
Adhere to compliance standards
Coordinate community service and client appreciation events and gifts
Perform basic bookkeeping tasks and maintain accurate financial records
Manage the office budget, including tracking expenses and reporting variances
Required Qualifications:
Excellent interpersonal skills
A desire to improve processes
A high degree of comfort with technology
Attention to detail
Experience or aptitude in bookkeeping and budget management
What We Offer You:
Competitive base pay
Bonus pay
Paid Vacation
Paid Holidays
401(k) Retirement Saving Plan
Employee Assistance Program (EAP)
Monthly health care stipend
Job Type: Full-time
Work Location: In person (no remote work)
Benefits:
401(k)
401(k) matching
Employee assistance program
Paid time off
Schedule:
8 hour shift
Monday to Friday
Supplemental Pay:
Bonus pay
Education:
High school or equivalent (Preferred)
Experience:
Customer service: 1 year (Preferred)
Bookkeeping or budget management: 1 year (Preferred)