Administrative Assistant
Are you a detail-oriented, organized professional looking to make a meaningful impact in the financial services industry? Our client seeks an enthusiastic Administrative Assistant to join their dynamic team! If you’re passionate about providing top-notch administrative support and thrive in a fast-paced environment, this is the perfect opportunity!
Our client’s practice is one of the leading names in the industry, offering comprehensive financial planning and asset management services. Located in downtown Glendale, their well-established practice is known for its commitment to excellence and professionalism.
Best-in-Class Benefits and Perks:
Our client values their employees’ time and efforts. Their commitment to your success is enhanced by competitive compensation of $50,000 to $60,000 annually, depending on experience, and an extensive benefits package that includes:
- Comprehensive health coverage: Medical, dental, and vision insurance provided
- Robust retirement planning: 401(k) plan available with employer matching
- Financial security: Life and disability insurance for added protection
- Flexible financial options: Health savings and flexible spending accounts offered
- Well-being and work-life balance: Paid time off, flexible schedule, and remote work choices provided
Plus, they work to maintain the best possible environment for their employees, where people can learn and grow with the company. They strive to provide a collaborative environment where everyone feels encouraged to contribute to their processes, decisions, planning, and culture.
As the Administrative Assistant, you will work on-site in our downtown Glendale office and support many different tasks that directly contribute to the practice's overall success. You will ensure the Advisor has the assurance they need to know that their office practice is being maintained and supported within Ameriprise Financial guidelines as well as those outlined by the Advisor.
To thrive, you should have:
- 2 years of relevant experience or equivalent education and experience; commitment to lifelong learning.
- Excellent written and verbal communication skills, with the ability to compose professional correspondence and respond effectively to inquiries.
- Solid skills in MS Excel, Word, Outlook, Adobe, and other software tools; adeptly switching between multiple programs.
- Ability to navigate the Ameriprise Financial website and guide clients through it.
- High integrity, honesty, and discretion, with excellent interpersonal skills and empathy.
Your responsibilities as the Administrative Assistant will include:
- Client Scheduling & Communication: Schedule clients for multiple Advisors, follow up on outstanding forms, and manage the Advisors’ phone lines and inboxes.
- Client Service & Record Maintenance: Assist in basic client service, process digital client files, and update client data as instructed by Advisors.
- Work Organization & Compliance: Plan and prioritize your work schedule, maintain up-to-date methods and procedures and ensure compliance using appropriate time management tools.
Ready to Elevate Your Career?
Apply today and become a key player in our financial services team. We can’t wait to see how you’ll contribute to our success!
Qualified applicants with arrest or conviction records will be considered for employment with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. It does not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. We will consider qualified applicants with criminal histories for employment.
