Career opportunities

Help conduct the operation of a financial advisory practice with anindependent franchisee of Ameriprise Financial. Assist in daily businessoperations allowing the advisor to focus on client acquisition and deepeningclient relationships.

Provide support across the business through a variety of differentprojects that may include scheduling meetings, preparing client communications,tracking new business correspondence, setting up and maintaining the clientmanagement system, and coordinating marketing events.

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:

Business Management Projects

• Schedule and prepare agendas and forms for client appointments
• Sit in on client meetings
• Answer client questions
• Copy and follow-up with home office on related issues
• Assist the others in the practice
• Assess the practice’s online and local presence and provide recommendations for improvements
• Coordinate practice marketing events

Client care

• Greet and extend hospitality to clients and document client communications
• Conduct client appointment reminder calls and check-in calls on follow up items
• Prepare correspondence for advisor signature
• Set up and maintain client management system

Key Traits of a Successful Intern:

• Direct attention to detail and organization
• Effective communication with clients, advisors and staff
• Strong computer and phone skills
• Efficient time management, organization, attention to detail, and multitasking skills
• Ability to adhere torules and regulations as stated and required by advisor and AmeripriseFinancial
• Ability to support and provide guidance for compliance
• Positive attitude and sincere willingness to continually learn and grow

Education and Other Designations:

• High school degree or higher
• Enrolled college student (Preferably Sophomore or Junior status)

Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist the financial advisor(s) in managing office work flow and business operations. Consistently follow high standards of business and professional ethics and legal and regulatory requirements.

Manage the day-to-day activities of staff including: conducting weekly touch points, delivering annual performance reviews and hiring new staff. Take the lead to manage practice financials, coordinate/track projects, organize client seminars and other practice management functions essential to a small business.

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:

Business management

• Maintain practice financials, budget and manage office expenses
• Manage equipment and facilities including equipment maintenance, cleaning service contracts, and ordering office related items
• Review procedures and implement quality improvements and efficiencies
• Supervise administrative staff and manage team interactions
• Delegate work and provide feedback to other support staff
• Own the recruiting process for hiring new staff into the practice
• Train, support and be a technical resource for other staff in the practice

Client care

• Communicate with clients to set up meetings or appointments
• Set up and maintain client management system
• Maintain files and records
• Write letters to clients and administer client appreciation

Key Traits of a Successful Office Manager:

• Effective communication with clients, advisors and staff
• Efficient time management, attention to detail, organization, and multi-tasking skills
• Ability to adhere to rules and regulations as required by advisor and Ameriprise Financial
• Ability to support and provide guidance for compliance
• Positive attitude and sincere willingness to continually learn and grow

Education and Other Designations:

• College degree or higher
• Experience in managing a small office environment

Help conduct the 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.

This role provides client relationship and general practice management support through gathering client data, preparing client deliverables and touch points, organizing client files, coordinating/tracking projects, organizing the logistics of client seminars, setting up new business, and performing other business management tasks as needed.

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:

Administrative/business management

• Prepare correspondence for advisor signature
• Copy and follow-up with home office on related issues
• Coordinate marketing events
• Schedule, prepare agendas and forms, and conduct reminder and follow-up calls for client appointments
• Answer questions and provide readily available information to clients
• Manage the flow of wholesalers in the office. Submit and track invoices for payments
• Assist the others in the practice

Client care

• Greet clients upon arrival
• Set up and maintain client management system
• Write notes or letters to clients and administer client appreciation tasks
• Document client contact/calls

Key traits of a successful Planning Assistant:

• Effective communication with clients, advisors and staff
• Efficient time management, attention to detail, organization, and multi-tasking skills
• Ability to adhere to rules and regulations as required by advisor and Ameriprise Financial
• Ability to support and provide guidance for compliance
• Positive attitude and sincere willingness to continually learn and grow

Education and other designations:

• High school degree or higher