Administrative Assistant

WealthWave Financial Group, a private wealth advisory practice of Ameriprise Financial LLC, is seeking a dynamic and dedicated Administrative Assistant to join our vibrant team within the financial services industry. This role offers a unique opportunity to work closely with clients, providing exceptional service and support while gaining insight into financial planning and wealth management.As a Administrative Assistant, you will be the cornerstone of our client relations, ensuring a seamless and positive experience at every interaction. You will collaborate with financial advisors and other team members to deliver personalized solutions that align with our clients' financial goals. This position is ideal for someone who thrives in a fast-paced environment, has a passion for helping others, and is eager to develop a career in financial services. At WealthWave Financial Group, we value innovation, integrity, and commitment to client success, and we invest in your growth and development. Join us in making a meaningful impact by helping clients navigate their financial journeys with confidence and clarity. Become an integral part of a company that empowers employees to grow professionally while delivering exceptional client experiences every day.ResponsibilitiesServe as the primary point of contact for clients, addressing inquiries and resolving issues promptly and professionallySupport financial advisors by preparing client documentation, scheduling appointments, and managing correspondenceMaintain accurate and up-to-date client records using Ameriprise's CRM and other internal systemsProcess client transactions and service requests in compliance with regulatory guidelines and company policiesCoordinate communication between clients and the financial advisory team to ensure timely and effective information flowAssist in the preparation of financial reports and presentations for client meetingsContribute to team projects and initiatives aimed at enhancing client satisfaction and operational efficiencyRequirementsHigh school diploma or equivalent; associate's or bachelor's degree preferredPrevious experience in a client service or administrative role, ideally within the financial services industryExceptional communication and interpersonal skills with the ability to build rapport with diverse clientsStrong organizational skills and attention to detail with the ability to manage multiple tasks simultaneouslyProficiency in Microsoft Office Suite and familiarity with CRM softwareAbility to work effectively both independently and as part of a collaborative teamCommitment to maintaining confidentiality and adhering to regulatory compliance standards