Ameriprise Financial - Kansas
Location
Leawood, KS | United States
Job description
BFL Wealth Partners, a Private Wealth Advisory Practice of Ameriprise Financial is a highly reputable Private Wealth Advisor Practice dedicated to providing top-notch financial services to our esteemed clients. We are committed to delivering exceptional client experiences, personalized strategies, and expert guidance to help our clients achieve their financial goals. We are seeking a dedicated and detail-oriented individual to join our team as a Administrative Assistant. The selected candidate will play a crucial role in supporting the day-to-day operations of our practice.
Responsibilities:
- Greet clients and visitors in a professional and welcoming manner
- Schedule and coordinate client meetings, ensuring advisors' calendars are efficiently managed
- Assist with application and new business processing, ensuring accuracy and timely completion
- Act as the executive assistant for a team of advisors, providing administrative support
- Manage phone calls, emails, and other communications on behalf of the advisors
- Maintain organized and up-to-date client files and documentation
- Collaborate with other team members to ensure smooth workflow and efficient office operations
Qualifications:
- Proven experience as an administrative assistant or in a similar role
- Strong organizational and multitasking skills with attention to detail
- Excellent verbal and written communication skills
- Proficient in Microsoft Office suite (Word, Excel, Outlook)
- Ability to maintain confidentiality and handle sensitive information with discretion
- Positive attitude, team player, and ability to work in a fast-paced environment
Compensation and Benefits:
- Competitive salary in the range of $45,000-$50,000 per year
- Full benefits package, including health, dental, and vision insurance
- Paid time off (PTO) and paid holidays
- 401k retirement plan with employer match
How to Apply:
If you are a dedicated and organized individual looking to contribute to a dynamic private wealth advisory practice, we invite you to apply.
BFL Wealth Partners is an equal opportunity employer. We encourage candidates from all backgrounds to apply.
*Note: This job posting is for reference purposes only, and details such as company name, location, and contact information should be customized based on the actual job opening.*
Job tags
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