An Ameriprise Private Wealth Advisory practice is looking for a self-motivated, self-starting, self-disciplined, highly ethical, and flexible individual who stays one step ahead and anticipates needs to deliver a WOW experience to clients.
What to Expect:
- Uncompromising Standards: An employer who demands excellence beyond standard compliance and expects an attitude of ownership.
- Proactive Client Outreach: Daily outbound and inbound telephone calls to schedule meetings, confirm appointments, build client relationships, and drive practice productivity.
- Flawless Documentation: Capturing precise notes for every conversation, asking key clarifying questions (who, what, when, why, how), and ensuring total follow-through on all action items.
- Autonomous Remote & In-Office Execution: Working from a quiet home environment while visiting the Kendall office as required to handle physical mail, scan checks, receive client documents, and support financial advisors operating outside the office.
- Relentless Attention to Detail: A philosophy of operational precision, proactive planning, and unwavering positivity.
- Ownership & Accountability: A culture where team members take full responsibility for mistakes, communicate directly, and approach all tasks—large or small—with humility.
- Weekly Forward Planning: Proactively reviewing upcoming schedules to verify client confirmations, meeting prep, and advisor readiness well in advance.
- Practice & Financial Systems Mastery: Learning core investment management platforms, processing applications, entering data into financial planning software, and maintaining training via Ameriprise tools independently.
- Professional Career Path: Willingness and capability to study for and pass state/federal securities and insurance exams (Florida Life/Health/Annuities, Series 7, Series 66) to grow within the practice.
Compensation & Schedule:
- Pay: $18.00 – $22.00 / hour
- Hours: 35 hours/week, Monday – Friday, 9:00 AM – 5:00 PM (1-hour unpaid lunch)
- Benefits: Paid time off, select holidays, and retirement plan options discussed during interviews.
"The major question to ask on the job is not, what are you getting; the major question to ask on the job is, what are you becoming?" — Jim Rohn
Job Type: Full-time
Pay: $18.00 - $22.00 per hour
Benefits:
- Paid time off
- Retirement plan
Experience:
- Administrative Assistant: 3 years (Preferred)
Language:
- Spanish and English (Required)
Work Location: In person
