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Executive Coordinator

Executive Coordinator

Ameriprise FinancialWaltham, MA, US
30+ days ago
Job type
  • Full-time
Job description

Financial Planning Assistant

Step into a purpose-driven role on an elite team of high performers. Help conduct the smooth operations of a fast-paced and friendly financial planning team by assisting in daily business functions, delivering a remarkable client experience that builds trust, simplifies life, and reduces stress for clients and team members. Our team has a trusting environment that is focused on leadership and results. This role works closely with both the operations and advice teams to research and resolve issues that affect clients, submit and track new business and help support other operations directly related to the success of the team such as compliant mail and funds processing, coordinating / tracking projects, managing business tasks and providing accountability.

75% Administrative :

  • Calendar management
  • Assist and lead ad-hoc projects as needed or assigned by Leader and advisors
  • Process Mail and Funds compliantly
  • Greet clients upon arrival and extend hospitality to clients
  • Answer and field client phone calls
  • Make brief notes each day in Customer Relationship Management system (CRM) concerning client calls, follow up, and tasks
  • Strong focus on timely and effective client and team communication
  • Communicate issues to Leaders and provide feedback and recommendations they can act upon

25% Client Service / Business Management :

  • Prepare and ensure financial advisors' new business paperwork processes successfully, which may include preparing forms, obtaining appropriate signatures, and tracking new business
  • Maintain connection with clients on an ongoing basis by making quarterly service calls
  • Communicate issues we have with service, technology, platinum partners, etc. with advisor and provide feedback to Home Office contacts to resolve if necessary
  • Follow-up with client and home office on related issues
  • Prepare cases for client visits
  • Lead and assist with marketing initiatives

    • Key Traits of Success :

  • Strong organizational and computer skills
  • Attention to detail and organization
  • Effective communication with clients and other advisors / team members
  • Effective and efficient time management
  • Polite and clear phone manner
  • Ability to multi-task
  • Adaptive mindset
  • Positive attitude and sincere willingness to constantly learn and grow
  • Proficiency in Microsoft Word and Excel is required.

    • At Ameriprise Financial, we're not just in the business of helping clients with their financial goals we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner.

    Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

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    Executive Coordinator • Waltham, MA, US