Top 5 Ameriprise financial Jobs in Boston Ma

Administrative Assistant (In-Person – Danvers, MA)
Crescent Bay Wealth - Ameriprise Financial Services, LLC —Danvers, MA
- $50,000 - $70,000 a year
- Full-time
- Background check
- Office
- High school diploma or GED
- Health insurance
- 401(k)
Quick Apply
10d
Senior Data Scientist
Ameriprise Financial —Boston, MA
- $78,700 - $138,200 a year
- Full-time
- Hybrid work
- Office
- Master's degree
- SQL
- Dental insurance
- 401(k)
Legal Affairs Manager
Ameriprise Financial —Boston, MA
- $73,500 - $129,100 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Dental insurance
- 401(k)
Financial Advisor
Ameriprise Financial —Middleton, MA
- $48,000 - $60,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- US work authorization
Technical Director-Data Enablement
Ameriprise Financial —Boston, MA
- $172,500 - $237,200 a year
- Full-time
- Hybrid work
- Computer Science
- Office
- 3 years
- Dental insurance
- 401(k)

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Client Services Team Manager
North Atlantic Investment Partners, LLC. - Raymond James Financial Services, Inc. —Newton Lower Falls, MA
Providing office management, including procurement, vendor management, answering telephones, maintaining office files and assisting office visitors.
$100,000 - $140,000 a year
Quick Apply

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Administrative Assistant (In-Person – Danvers, MA)

Crescent Bay Wealth - Ameriprise Financial Services, LLC
Danvers, MA

Quick Apply

Job Details

Full-time
$50,000 - $70,000 a year
10 days ago

Benefits

Health insurance
401(k)
Paid time off
Retirement plan

Qualifications

High school diploma or GED

Full Job Description

Position Description:
Step into an instrumental role and help ensure the smooth operation of a fast-paced—and friendly—financial planning office in Danvers, MA. This is a full-time, in-person position working as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial.

In this role, you will assist with daily business operations and provide critical administrative support.

The Administrative Assistant supports a wide range of responsibilities that directly tie to the overall business plan of the practice. This role provides the advisor with confidence that the practice is being maintained and supported in alignment with Ameriprise Financial guidelines.

This position includes responsibilities such as scheduling meetings, preparing presentations, drafting client communications, tracking new business correspondence, and managing day-to-day office operations. You will also support ad hoc requests, coordinate and track projects, and assist with business-as-usual tasks such as filing, copying, troubleshooting office equipment, and organizing client events or seminars.

Responsibilities and Time Allocation
(May evolve over time based on the needs of the practice)

90% Administrative Assistance

Schedule client appointments and prepare meeting agendas and forms
Prepare correspondence for advisor signature
Track all client and practice materials, including business correspondence
Follow up with the corporate office on related matters
Conduct client appointment reminder calls and follow-up communications
Assist planning assistants, associate advisors, and the lead advisors
Perform other allowable duties as assigned by the advisor

10% Client Care

Greet clients in the office and provide a welcoming, professional experience
Set up and maintain the client management system
Draft administrative letters and notes to clients on behalf of the practice
Document client interactions and communications
Track client milestones and special events and coordinate outreach per the client engagement model

Key Traits of a Successful Administrative Assistant

Strong organizational and computer skills
High attention to detail
Effective communication with clients and team members
Strong time management and ability to prioritize tasks
Professional and courteous phone manner
Ability to multi-task in a fast-paced, in-person office environment
Ability to follow rules, procedures, and compliance requirements
Commitment to supporting compliance within the advisor’s practice
Positive attitude with a willingness to learn and grow

Education and Other Requirements

High school diploma required; associate’s or bachelor’s degree preferred

Work Location

This is an in-person position based in Danvers, MA.
Candidates should be able to reliably commute to the office daily.

Pay: $50,000.00 - $70,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

ameriprise financial jobs in boston ma

Administrative Assistant (In-Person – Danvers, MA)

Senior Data Scientist

Legal Affairs Manager

Financial Advisor

Technical Director-Data Enablement

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