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Help conduct the smooth 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.
This role provides client relationship and general practice management support through gathering client data, preparing client deliverables and touch points, organizing client files, coordinating/tracking projects, organizing the logistics of client seminars, setting up new business, and performing other business management tasks as needed.