Job description

We have an immediate opening for a full-time Administrative Assistant/Scheduler in our growing practice. This Administrative Assistant will take the lead in scheduling the advisors’ calendars and provide support to the staff of an independent advisor franchise of Ameriprise Financial.

Responsibilities include:

Schedule for Advisors using Customer Relationship Management (CRM) system, experience with Salesforce a plus

Complete ownership of Advisors' robust and ever-changing calendar

Use practice technologies and document client interactions in company CRM

Prepare and submit various forms and applications

Review and update client information as needed for client review meetings

Scanning client documents and other duties as needed

Skills Required:

• Communication
• Verbal communication
• Writing Skills

• Critical Thinking
• Self Awareness
• Willingness to learn

• Positive Attitude
• Courtesy
• Enthusiasm
• Friendliness

• Teamwork
• Customer Service
• Interpersonal Skills

• Work Ethic
• Organization
• Attention to Detail
• Reliability
• Punctuality

Qualifications:

• Discretion and the ability to maintain a professional attitude and appearance at all times
• Effective communication with clients and other advisors/staff
• Proficient in Microsoft Outlook, Excel, Word, Teams and have strong computer skills
• Direct attention to detail and organization
• Experience in using Customer Relationship Management (CRM) systems
• Ability to pivot between multiple tasks in a fast-paced environment
• Excellent sense of ownership
• Ability to operate general office equipment, including printers, copiers, fax machines, scanners, postage machine, etc.
• Positive attitude and sincere willingness to constantly learn and grow
• Minimum Education – Bachelor’s Degree
• Fully Vaccinated
• 2 years work experience preferred

This position is full-time, Monday to Friday 8:30 am to 5:30 am. Our office is located near The Commons in Calabasas. Remote work possible after introductory period.

Job Type: Full-time

Pay: $20.00 - $29.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 5x8
• 8 hour shift
• Day shift
• Monday to Friday
• No weekends

Ability to commute/relocate:

• Calabasas, CA 91302: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Are you fully vaccinated against COVID-19?

Education:

• Bachelor's (Preferred)

Experience:

• Administrative: 2 years (Preferred)

Work Location: Hybrid remote in Calabasas, CA 91302

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