Back to search
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
Â
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.
Base Pay Salary
Full-Time/Part-Time
Learn more about this Employer on their Career Site
