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Office Coordinator

Company: Ameriprise Financial
Location: Roseville
Posted on: May 24, 2023

Job Description:

Job Purpose: The Office Coordinator plays a crucial role in creating and delivering a unique client experience that defines and differentiates the practice as well as assist in smooth operation of the practice.

Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Position Functions:

* Attends to all client service needs and requests

* Schedule client appointments & answer office phone calls

* Initiates and facilitates regular contact with clients

* Complete meeting prep and run necessary reports

* Complete applications and new business

* Complete money movements

* Process all incoming checks and mail

* Ensures all work meets regulatory and compliance policy requirements

* Maintain files and records in accordance with the records retention policy

* Administrative and office support as needed to assist team in meeting goals and deadlines

* Order supplies and other office related items

* Manage & provide insight and recommendations to effectively use key social media & marketing tools

Key Traits of a Successful Administrative Assistant:

* Pleasant, professional, and friendly manner with excellent interpersonal skills

* Strong team player

* Highly organized, accurate, and attention to detail

* Proven analytical and independent problem-solving skills

* Highly proficient with in Microsoft office including PowerPoint, Excel, Word and Outlook

* Excellent written and verbal communication skills

* Ability to handle multiple responsibilities

* Strong personal and business ethics and integrity

* Desire to grow and learn within the practice

Job Type: Full-time

Pay: $42,000.00 - $50,000.00 per year


* 401(k)

* 401(k) matching

* Paid time off

* Retirement plan


* 8 hour shift

* Monday to Friday

Supplemental pay types:

* Bonus pay

Ability to commute/relocate:

* Roseville, CA: Reliably commute or planning to relocate before starting work (Required)


* Office: 2 years (Required)

Work Location: In person

Keywords: Ameriprise Financial, Roseville , Office Coordinator, Administration, Clerical , Roseville, California

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