Administrative Assistant

Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded by core values: Service, Leadership, integrity, Community and Excellence. We feel strongly that creating an extraordinary client experience begins with extraordinary office culture. Joining Legacy Financial Partners comes with benefits to support you in your professional and personal journey.

We offer our team:

• Learning + Development: leadership development programs and goal setting create big possibilities for your career and life. Develop within the company; be mentored and grow as a leader

• Innovation: be involved in creating solutions to workplace challenges regardless of your role and be empowered to have a voice and leadership 

• Teamwork: experience what being a part of the Legacy Financial Partners family feels like. Be inspired, encouraged, and cheered on by your teammates while being supported in your life

• Competitive Pay

• Comprehensive Benefits Package: Medical, Dental, Vision, Employer HSA Contribution, PTO, Retirement, Clothing, Annual Meeting (team building retreat)

• Collaborative Environment and Innovative Culture

• Education Reimbursement: never quit learning and growing in your career

As you are considering applying with Legacy Financial Partners, we encourage you to think outside the box – because we do! You may not have 100% of the skills, but we are dedicated to hiring people who fit our culture and have exceptional talent, ability, and potential. Please apply if this a great match for your unique skillset and strengths.

Legacy Financial Partners, which has 29 locations in 6 states, offers customized advice, value based planning, and digital tools to help clients feel more confident and secure in their financial future. Our organization is committed to empowering people to accomplish more. Apply today!

Summary:

• Financial Planning firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as an Administrative Assistant. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Superior phone and computer skills required.

Essential Duties and Responsibilities (Additional duties may be assigned):

• Perform general administrative and support functions for the office, including maintaining files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing and overnight shipping documents

• Appointment Reminders and scheduling is the primary duty of this position

• Assist with implementing online scheduling

• Client Correspondence: Birthday & Anniversary cards

• Ensure office procedures are followed

• Record all transactions on appropriate logs

• Set up files correctly and obtain necessary information

Education and Experience Requirements:

• 5 years of customer service experience required

• Advanced skills in Office 365 (Including Outlook, Excel & Word)

• Salesforce/CRM experience preferred

• Financial industry experience preferred

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time