Job description

Administrative Assistant (Level 1)- Client Service Specialist (Level 2)

Step into an instrumental role. Help conduct the smooth operation of a fast-paced, friendly, and growing financial planning office. Work as an employee of a large, independent franchisee team with a financial advisory practice of Ameriprise Financial.

As a foundational role in the practice, you will see many of the different tasks that go into making a financial advisory team successful. By supporting the team in pre-appointment preparation and post-appointment follow-up, you will allow the advisors to focus more time and energy on client acquisition and deepening client relationships. You will be involved with tasks surrounding scheduling appointments, preparing for appointments, tracking and following-up on existing and new client business, managing client data within the Ameriprise CRM tool, and assisting in the creation of financial planning deliverables.

You will also do be responsible for helping with the day-to-day operation of the business. This includes typical office tasks such as data entry, scanning, electronic filing, answering incoming phone calls and emails, using Microsoft Office tools like Word/PowerPoint/Excel, and making outgoing phone calls to clients.

This is the entry level/inexperienced employee role for Laveer. In general, the tasks being completed will be less complex in nature, the employee will have less client interaction / lower client impact, and the employee will need detailed guidance from management. The focus will be more on doing and learning the day-to-day work and systems instead of managing the processes themselves. In particular, the mastering of the main secretarial and clerical duties required will be important.

Measure of Success: Basics: On-time to work, consistent work attendance

Quality/timeliness/total output of work, effective use of tools, demonstration of good work habits

Appointments consistently set within service model, business consistently processed quickly, client prep consistently ready on-time, deliverables complete on-time and error free, post-meeting tasks (MAR’s, profiles, etc.) completed quickly

Subjective Criteria: Lives the company’s values, works well with existing team members, professionalism, engagement, proactive, good attitude, availability and willingness to help, willing to learn, goes above and beyond, solve problems, dependable, trustworthy

Demonstrates Level 3 Leadership

Tool Suite Mastered: Basic Ameriprise Systems (Advisor Mobile, Client Viewer, CRM, Eforms Manager, Efile Delivery)

Microsoft Office (Word, Excel, PowerPoint)

Licensing: Not required

Time in Role: 1-2 years with a minimum of above average rating OR N/A

Signs – Ready for next position:

Above average job performance

Mastered basic secretarial and clerical duties required in Laveer

Mastered basic Laveer systems such as client prep, HUBs, scheduling appointments, deliverables

Mastered basic Ameriprise systems and tools

Understanding of how to navigate home office support, and effectively process business and client requests

Mastered use of Microsoft Office (Word, Excel, PowerPoint)

Complete available learning pathways that are available for this position

Continually demonstrate level 4 leadership

A plan is in place for how their existing work will be completed

Job Type: Full-time

Pay: $18.00 - $19.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Paid training
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Shreveport, LA: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: In person

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