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Financial Practice Manager/Administrative Assistant

Ameriprise Financial Services, Inc., Carrier & Anderson
Job Description
Ameriprise Financial, Carrier & Varty, hiring for a Financial Practice Manager / Administrative Assistant
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.
Position functions:
·         Administrative assistance:
·         Prepare correspondence for advisor signature
·         Copy and track all client and practice materials including business correspondence
·         Copy and follow-up with home office on related issues
·         Schedule and prepare agendas and forms for client appointments
·         Conduct client appointment reminder calls and check-in calls on follow up items
·         Assist others in the practice
Client care:
Greet and extend hospitality to clients and document client communications
Set up and maintain client management system and track client special events
Write notes or letters to clients and administer client appreciation tasks
 
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.
To apply email resume and 3 references to kelsey.varty@ampf.com
 
 
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