Position Description:
Windward Wealth Management, a private wealth advisory practice of Ameriprise Financial in Tampa Florida, is looking for the right person to add to our team. We are a small group, that does a tremendous amount of work and has a fun time doing it together. Family oriented and client focused, we expect a lot because we ask a lot of ourselves. Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office.
Assist in daily business operations.
The administrative assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The administrative assistant allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines.
This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications, and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, researching printer problems, and/or organizing the logistics of a client seminar.
Responsibilities
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.
Position Functions:
90%
Administrative assistance
Be the first point of contact for clients
Champion our client service model by scheduling client appointments, preparing forms & agendas, & making client check in calls
Copy and track all client and practice materials including business correspondence
Track on time delivery of financial plans and reviews
Take charge of social media for the office
10%
Client care
Greet clients upon arrival and extend hospitality to clients
Set up and maintain client management system
Document client contacts/calls
Track client special events and make appropriate contact per established client contact model
Required Qualifications
High School Diploma or higher preferred
To apply for this job please visit www.ameriprise.com.
