Executive Assistant
Minnesota Jobs, Mankato, MN, United States
Executive Assistant
Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. The Executive Assistant will assist financial advisor(s) in working with clients to help them achieve their financial goals. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides high level client relationship support, working with clients to resolve issues and other practice management tasks as needed. In addition to client support, this position will be responsible for:
Working with the entire franchise to conduct transactions on behalf of clients
Answer questions and provide readily available information to clients, if requested, as it relates to servicing their accounts
Work with advisors and clients within the Mankato location to schedule meetings/calls/virtual meetings and possibly prepare items for the appointments
Provide support to other practice members as needed
Key Highlights of a Successful Executive Assistant:
High level of interpersonal skills
Ability to process suitable investment products and services
Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
Ability to support and provide guidance for compliance within the advisor's practice
Education and other designations:
College degree or higher (desired but not required)
2+ years of similar experience
Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses within 120 days of starting
Base Pay Salary The salary range would be $45,000 - $65,000. Full-time Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you. VEVRAA Federal Contractor. We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state. Refer to ID R26_0598 when applying
Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. The Executive Assistant will assist financial advisor(s) in working with clients to help them achieve their financial goals. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides high level client relationship support, working with clients to resolve issues and other practice management tasks as needed. In addition to client support, this position will be responsible for:
Working with the entire franchise to conduct transactions on behalf of clients
Answer questions and provide readily available information to clients, if requested, as it relates to servicing their accounts
Work with advisors and clients within the Mankato location to schedule meetings/calls/virtual meetings and possibly prepare items for the appointments
Provide support to other practice members as needed
Key Highlights of a Successful Executive Assistant:
High level of interpersonal skills
Ability to process suitable investment products and services
Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
Ability to support and provide guidance for compliance within the advisor's practice
Education and other designations:
College degree or higher (desired but not required)
2+ years of similar experience
Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses within 120 days of starting
Base Pay Salary The salary range would be $45,000 - $65,000. Full-time Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you. VEVRAA Federal Contractor. We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state. Refer to ID R26_0598 when applying