Merit Wealth Management is a boutique franchise of Ameriprise, offering bespoke financial planning services to our clients. We develop robust financial strategies to help you pursue your goals, starting today in order to plan for your dreams for tomorrow.
We’ve built a team of seasoned staff professionals to keep everything running smoothly, while Doug, Tim, Sandeep and Clifford focus on the big picture strategies and personalized service offerings that help our clients feel more confidence to make informed decisions.
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Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist in daily business operations allowing the advisor to focus on client acquisition and deepening client relationships.
Provide administrative support by scheduling meetings, preparing presentations, preparing client communications, tracking new business correspondence, coordinating/tracking projects and managing business-as-usual projects such as filing, copying, printing and organizing the logistics of client seminars.
Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Key traits of a successful Administrative Assistant:
Education and other designations:
Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist financial advisor(s) in managing office work flow with an emphasis on creating and delivering a unique client experience. Consistently follow high standards of business and professional ethics and legal and regulatory requirements.
Provide client relationship support through interacting directly with clients to ensure accurate account set up, answering client questions, coordinating/tracking projects and perform other practice management tasks such as organizing client seminars.
Key traits of a successful Client Service Associate/Manager: