Ameriprise Financial - California
Location
Glendale, CA | United States
Job description
Title: Receptionist
Are you a detail-oriented individual with a passion for providing exceptional client service? Do you thrive in a dynamic, fast-paced environment? If so, we invite you to join our team as a Part Time Receptionist (15 to 25 hours weekly - Monday through Friday) supporting Castlewatch Wealth, a top Private Wealth Advisory Practice of Ameriprise Financial. In this role, you'll play a crucial part in the success of our practice by ensuring smooth operations and maintaining a positive client experience.
About Us:
Our practice is one of the leading names in the industry, offering comprehensive financial planning and asset management services. Located in the vibrant city of Los Angeles (Glendale), our well-established practice is known for its commitment to excellence and professionalism.
Key Responsibilities:
Business and Practice Management:
- Greet clients with a warm and professional demeanor.
- Log incoming checks and mail into the Ameriprise Mail Log.
- Provide assistance with copying, scanning, and filing documents.
- Support basic client service tasks, including submitting applications to the back office and managing meeting confirmations.
- Prepping client files for upcoming meetings
- Maintain organized files and records, updating client data as instructed by the Advisor.
- Monitor and replenish office supplies as needed.
- Contribute to special projects as required.
- Keep work methods and procedures up-to-date and compliant with Ameriprise Financial guidelines.
- Plan and prioritize your work schedule efficiently, utilizing to-do lists, calendars, and other time management systems.
What We Offer:
- Career Growth: Numerous opportunities for career advancement within our practice as a Client Relationship Manager
- Competitive Compensation $17 - $22 per hour, depending on experience.
- Free parking
Key Skills/Abilities/Knowledge/Competencies:
Education and/or Experience:
- Two years of related experience and/or training; or equivalent combination of education and experience.
- Commitment to lifelong learning with ongoing professional development.
- No required licenses.
Language Skills:
- Ability to write reports, business correspondence, and procedure manuals.
- Effective presentation skills to respond to inquiries from managers, clients, customers, and the general public.
- Exceptional written and verbal communication skills are mandatory.
Computer Skills:
- Proficient in MS Excel, MS Word, Outlook, Adobe, Sales Force, accounting software, contact management systems, and other relevant tools.
- Ability to pivot between multiple computer programs with ease and confidence.
Technical Duties, Tasks, and Skills:
* Navigate the Ameriprise Financial website and guide clients through online resources.
Other Skills and Abilities:
- High degree of integrity, honesty, commitment, and trust.
- Excellent interpersonal relationship skills with effective communication and empathy.
- Ability to communicate professionally, clearly, and concisely with clients.
- Exercise discretion in handling the personal information of clients.
Physical Demands:
- Ability to handle significant levels of varied stresses, particularly mental stresses and fatigue.
- Operate in a fast-paced, highly regulated, and ever-changing environment.
- No significant physical demands other than the endurance required for the fast pace and stresses.
Work Environment:
- Typical office setting similar to a bank, insurance business, accounting firm, law firm, or other professional office.
- No unusual or significant hazards; reasonable accommodations can usually be made.
If you're ready to contribute to the success of our practice, uphold the values of integrity, and embark on a rewarding career path, we encourage you to apply for the Receptionist position by submitting a cover letter and your resume. Join us in a collaborative environment where your dedication makes a significant impact on the financial health and goodwill of our company.
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