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Company Name : AMERIPRISE FINANCIAL SERVICES, INC
Location : Scottsdale, AZ 85260
Position : Executive Administrative Assistant
Job Description : Merendino, Liana and Associates – Ameriprise FinancialMerendino, Liana and Associates is a private wealth advisory practice of Ameriprise Financial Services, Inc. Talented people join our firm because they want to accomplish something meaningful and bigger than themselves, making a difference in other people’s lives. Our main priority is to serve the financial needs of our clients through excellent personal service. Through our caring advice-based experience, we help individuals and families achieve confidence and financial peace of mind. From retirement strategies and investment planning to tax planning and much more, we help clients live the life they’ve earned and deserve.Job DescriptionThe Executive Administrative Assistant assists our financial advisors in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This person will provide exceptional client service, support office functions as needed, and serve as administrative and operational support for the practice. This role provides client relationship support through interacting directly with clients.The candidate should be able to operate independently as well as be a contributing member on a team. This role will assist in performing a variety of daily tasks so that the business, runs smoothly, and meets service excellence standards. Responsibilities will change over time to meet the needs of the practice and can include other duties as assigned.Job DutiesProvide consistently referable client experienceAnswer, screen, and transfer phone callsReach out to clients or prospects to set up meetings/appointmentsKeep the client relationship management system up to dateMaintain and keep current mail and check logsRequest financial planning data updates from clientsEnsure that new business paperwork is submitted in good orderPrepare and mail routine client correspondenceFollow-up on new business processing, client correspondence and any outstanding tasks or requirementsManage aspects of the practice’s marketing, seminar, and event strategyImplement the practice’s client and prospect multi-touch strategySupport the growth of the practice and perform other duties as assigned.Key Traits of a Successful Executive Administrative AssistantStrong organizational skills and attention to detailProblem-solverExcellent verbal and written communication skillsAbility to fit in with a small team with great synergyFriendly/personableEffective and efficient time management skillsAble to manage multiple priorities, flexible task management and work independentlyPositive attitude and sincere willingness to constantly learn and growRequired QualificationsAssociates degree or higherThree to five years of experience in an administrative roleJob Type: Full-timePay: $40,000.00 – $55,000.00 per yearBenefits:Health insurancePaid time offSchedule:Monday to FridayAbility to commute/relocate:Scottsdale, AZ 85260: Reliably commute or planning to relocate before starting work (Preferred)Education:Associate (Required)Experience:Administrative: 1 year (Preferred)Work Location: One location
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