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| Job Category : | Business |
| Company Name: | Shah & Associates/Ameriprise Financial |
| Position Name: | Administrative Assistant |
| Location : | Shah & Associates/Ameriprise Financial in Chino Hills, CA 91709 |
| Job Description : | Our Culture: Our advisor has been listed in the Forbes Best-in-State Wealth Advisor list for 3 years in a row. We are built on strong values and principles as we strive to uphold the highest levels of integrity, honesty, thoughtfulness, and care while delivering excellent advice. Mission of the Practice is to help clients achieve their dreams for generations to come through personalized service and knowledge.We believe that each employee is a valuable contributor to the overall effectiveness of the Practice. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them. We are a hard-working, high performance, no-excuse team of professionals who together want to take charge of our careers alongside the opportunity that we offer.Position: Administrative Assistant for Financial Advisory practiceLocation: Chino Hills, CA Job Status: Full timeSalary: $37,000-$44,000/annually Work Experience: 2 to 5 yearsMinimum Education Level: College DegreeJob Description: Prepare for client meetingsType / Verify Investment & Trade ExecutionsInteraction with Corporate OfficeAnswering phones, handling client service issues, and directing client to proper staff memberPerform other administrative duties including scanning and emailingWork on special projectsProcess applications, incoming mail and conduct follow-up activitiesAssist the Advisor and other staff members with other duties as assignedQualifications: Must have a pleasing phone voice with proficiency in the English languageDirect attention to detail and organizationMust have pleasant personality and “people” skills,Effective communication with clients and advisors/staffExcellent organizational and time management skillsAbility to multi-task and learn procedures quicklyHave strong computer skillsAbility to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial and FINRACompensationStability and opportunity for growth and development within a successful practiceCompetitive base salary & benefitsCompany sponsored 401k and profit-sharing planMedical benefitsFun Perks: Holiday Celebrations, Team Social Events, and Employee Enrichment Trainings/ActivitiesJob Type: Full-timePay: $37,000.00 – $44,000.00 per yearBenefits:Health insurancePaid time offRetirement planSchedule:Monday to FridaySupplemental Pay:Bonus payExperience:Microsoft Office: 4 years (Preferred)Finance or Administrative: 2 years (Preferred)Work Location: One location |
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