Vasso & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC.
Company Description
At Vasso & Associates, we work as a team to help our clients clarify and define their personal financial goals and then develop a comprehensive game plan to help them reach those objectives. We are ethically committed to providing our clients with thoughtful, objective, expert guidance and personalized service to enable them to establish and maintain control over their financial lives.
We educate, inform and empower clients by delivering the most accurate and timely financial information available and provide the highest quality of products and services. We also help co-ordinate with other professionals including attorneys, accountants, bankers and insurance agents.
Whether a client is planning for their retirement, their children’s college or maximizing the potential of their businesses, having a solid game plan - in the form of a written financial plan - is a key prerequisite to effective and efficient financial management.
Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
This position completes tasks previously performed by the advisor, allowing the advisors within the practice to focus more time and energy on client acquisition and deepening client relationships. This role supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. This position allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines.
This role provides administrative support by preparing client communications, sending account applications/forms, and fields incoming calls from clients &/or prospects. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, ordering office supplies, and/or organizing the logistics of client appreciation events. This role may also be responsible for basic marketing endeavors such as company website updates, basic search engine optimization, charitable events, and/or recognizing client life events (retirement, birth of a child, etc.).

OTHER JOB REQUIREMENTS

• Strong organization and computer skills
• Advanced proficiency in Microsoft Office & Windows 10
• Direct attention to detail and organization
• Effective communication with clients and other advisors/staff
• Effective and efficient time management
• Polite and clear phone manner
• Strong ability to work in a fast-paced environment
• Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
• Ability to support and provide guidance for compliance within the advisor’s practice

QUALIFICATIONS / EXPERIENCE

Business Degree/Business Major, Finance preferred
Minimum 3 Years Business Experience

Please refer the Job description for details