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


Benefits:

* 401(k)

* 401(k) matching

* Paid time off

* Retirement plan

Schedule:

* 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)


Experience:

* Office: 2 years (Required)



Work Location: In person

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