Office Manager

Step into an instrumental role. Help conduct the smooth operation of a small, fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a team-based financial advisory practice of Ameriprise Financial. Assist in daily business operations.

This position supports many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice across areas such as administrative tasks, client relationship management and operational functions. The right candidate allows the advisor(s) the assurance needed to know that the practice is being maintained and supported within Ameriprise Financial guidelines.

This role provides administrative support by acting as the conduit for client communications and service, monitoring and documenting delivery of key business activities in line with Ameriprise Financial guidelines, and leading proactive client experience programs. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and research, and/or managing business-as-usual projects such as filing, scheduling appointments and other tasks to coordinate a functioning office environment.

Our mission and values

At Paritae Financial Group, we aim to provide peace of mind through personalized holistic financial planning and investment strategies as trusted financial partners for life.

By developing a close relationship we get to know clients, their financial situation, goals, and dreams. We base our insights and personalized investment recommendations on helping clients to reach those goals. Our approach is grounded in delivering positive, solution-oriented advice that clients understand, that in turn contributes to confidence in their financial future.

We are a small firm with the resources of a large firm, meaning we can offer a broad variety of solutions and competitive rates while retaining a personal touch.

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.