Administrative Assistant

Amberstone Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Administrative Assistant to join our team. This role will be in office and needs to be available to work 32 - 40 hours per week.

Job Purpose:

Serve as a Administrative Assistant by providing exceptionally friendly, helpful, and high-quality service to our clients while assisting with scheduling, maintaining a welcoming office environment, and administrative support.

Responsibilities:

• Reception & Main Line: Answer and direct calls, log inquiries, and manage mail.
• Client Interaction: Greet clients in a professional and friendly manner, ensuring a positive office experience.
• Scheduling: Manage advisor calendars, schedule meetings and follow-ups, and coordinate client events, including invitations and RSVPs.
• Administrative Support Backup:

          - Upload documents to Box and Salesforce CRM.

          - Update household relationships and data in Salesforce CRM

          - Support the team with various administrative tasks as needed.

Qualifications:

• Experience in a reception, administrative, or client service role, ideally in the financial services industry.
• Proficiency with Microsoft Office (Excel, Word, Outlook, PowerPoint); Salesforce experience preferred.
• Strong communication, organizational, and problem-solving skills.
• Professional demeanor with a client-first attitude.
• Ability to multitask and maintain attention to detail.
• Strong personal and business ethics and integrity.

Salary and Benefits:

• Compensation: $20-$23 per hour
• Health Insurance (50% employer-paid), dental, and vision insurance.
• SIMPLE IRA with a 3% employer match.
• Paid time off and holidays.
• Opportunities for professional growth.

How to Apply:

Please submit the following for consideration:

• Cover letter
• Resume

Amberstone Wealth is an equal opportunity employer.