- Regular and predictable attendance, punctuality, and strict adherence to the Company's attendance policy are essential functions of this position.
Administrative Assistant - West Chester, United States - Further Financial Group/Ameriprise Financial Services, Inc.
Description
Position Summary:
Helps conduct the smooth operation of a fast-paced and friendly financial planning office. Assists in daily business operations by relieving Financial Advisor(s) of clerical work and administrative and business detail by performing the following duties.
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.
Essential Duties and Responsibilities:
Account, application, and business processing.
High level client service and communications.
Prepares outgoing mail and correspondence and UPS overnight packages, including e-mail and faxes.
Prepares and sends summary letters.
Reviews, assess, and prepares paperwork needed in advance of client meetings.
Completes prework of preparation materials for client meetings (including, but not limited to, New Worth, CMP, and preset meetings.)
Maintains client records by filing and organizing client information, forms and documents within Compliance Manual records retention and filing requirements.
Responsible for the population and management of client information in Client Relationship Manager (CRM).
Composes and types routine correspondence.
Scans, organizes, and maintains file system in accordance with Company policies and compliance standards.
2
Assists with special projects and mailings.
Performs a variety of administrative duties for all areas of the business as needed.
Keeps immediate supervisor promptly and fully informed of all problems or unusual matters of significance.
Supports compliance within the practice and fulfills all compliance responsibilities. Develops an understanding and adheres to all compliance regulations throughout the course of employment.
Accepts and performs other duties as assigned.
Resume Submission: Submit resume with cover letter, references, and salary requirements.
The Company is committed to providing equal employment opportunity (EEO) to all qualified candidates.