Administrative Assistant

Ameriprise – East Hartford, CT – Sherrie Deveau, A Private Wealth Advisor of Ameriprise Financial is seeking a full-time Administrative Assistant to join our innovative and dynamic team. At Ameriprise Financial we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations to help achieve financial goals and simplify their financial lives.

Job Purpose:

Serve as receptionist and Administrative Assistant, providing exceptionally friendly, helpful, high-quality service to our clients and help the practice in managing and organizing office workflow.

Responsibilities:

• Welcoming clients, answering phones, scheduling and managing complex practice calendars
• Supporting marketing activities, events, social media and website updates
• Processing paperwork, preparing data requests, and basic meeting materials
• Client service by phone, email and in person
• Assisting clients with technology needs
• Maintaining office appearance and orderliness, maintaining and ordering supplies
• Logging mail and check scanning
• Filing, printing, scanning, faxing, sending of confidential files and records
• Supporting client service and financial planning departments with special projects and other administrative support as required

Qualifications:

• Associates degree or equivalent work experience
• 2+ years of similar work experience in a professional office environment, ideally in the financial services industry
• Pleasant, professional and friendly manner with excellent interpersonal skills
• Strong team player
• Highly organized, accurate, and attention to detail
• Proven analytical and independent problem-solving skills
• Highly proficient with in Microsoft office including Teams, PowerPoint, Excel, Word and Outlook
• Experience in Salesforce is a bonus
• Excellent written and verbal communication skills
• Ability to handle multiple responsibilities
• Strong personal and business ethics and integrity
• Desire to grow and learn within the practice

Salary and Benefits:

• $21-$23 per hour to start, based on experience
• PTO, paid sick days after 90-days of employment, 401k with a match and health insurance stipend

How to Apply:

Please submit the following for consideration:

• Cover letter
• Resume

We are an Equal Opportunity Employer