Position title: Administrative Assistant/Client Service Coordinator
Position Description:
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of Granite Peak Wealth Advisors, an independent advisor franchisee with a private wealth advisory practice of Ameriprise Financial. Assist in daily business operations.
Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. 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 client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.
Responsibilities:
Key Traits of a Successful Administrative Assistant/Client Service Coordinator
Education and Other Designations:
Job Type: Full-time
Pay: $40,000.00 – $45,000.00 per year
Benefits:
Schedule:
Supplemental pay types:
Ability to commute/relocate:
Experience:
Work Location: One location
Report
Job Summary: TLC HomeCare (https://www.tlchomecare.com) is looking for an accomplished Caregiver and or Licensed Nurse Aide (LNA) to work in...
Apply For This JobWe are looking for MD doctor with Washington state license to be a part of our team (work remotely) Licensed...
Apply For This JobASSISTANT GENERAL MANAGER Fitness Operations Full Time, Salary Job Family: Club Staff Reports to: Managing Partner Looking for an assistant...
Apply For This JobJob Description The team needs more help on backend (Node.JS). The technical areas will be: Build LambdasExpertise in APIsDevOps...
Apply For This JobWith nearly 220 million members in over 190 countries and a billion hours of streaming each month, Netflix is the...
Apply For This JobWe Are Hiring Title: Certified Medication Aide Schedule: Mulitple Shifts Facility: Via Christi Village Location: Pittsburg Kansas Schedules with guaranteed...
Apply For This Job