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Financial Services Specialist II
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- Function: Provides support for the sales and service for the Financial Services Department and Financial Planner within the regional satellite offices.
- Provides secretarial and receptionist services to the Financial Advisor, greeting all visitors to the satellite office, including customers, prospective customers, vendors and others.
- Assists Financial Advisor in establishing appointments with existing customers and potential new customers.
- Receives, screens, logs in the Ameriprise system and distributes mail and internal correspondence.
- Operates PC equipment to assist the Financial Advisor in preparation for customer meetings.
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