Receptionist
Company: Ameriprise Financial, Inc.
Location: Oshkosh
Posted on: May 14, 2022
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Job Description:
To assist Financial Advisors in managing and organizing office
work flow at an expert level. This position will consistently
follow high standards of business and professional ethics when
dealing with others and/or performing work activities. Required to
follow legal and regulatory requirements and company policies in
dealing with others and/or performing work activities. May perform
defined functions under each of the six key advisor tasks.
Responsibilities Receptionist Answer phones Greet clients Maintain
Check log for advisors Mailing/Faxing Ensure reception area is warm
and inviting for all guests Special projects as necessary Able to
utilize and understand unique tools and processes available
Administrative/Office Management Maintain/enhance office culture to
ensure client experience is excellent Maintain office supplies and
order as appropriate Maintain office equipment as necessary and
appropriate Negotiate appropriate rates for office tools
(equipment, supplies, etc.) Plan and prioritize own work schedule
Act as a technical resource for office equipment Use Outlook and
CRM to maintain Advisor calendars Marketing Assistance Maintain
Marketing On Demand and Social Media platforms Assist in
coordination of seminars and client appreciation events Managing
holiday/birthday card system Phone call, post card and text
confirmations for appointments Phone call to schedule calendars for
Advisors Required Qualifications Key traits of a successful
Receptionist Direct attention to detail and organization Effective
Communication with clients and other advisors/staff Effective and
efficient time management Polite and clear phone manner Ability to
multi-task Ability to adhere to rules and regulations as required
by Advisor and FINRA Ability to support compliance within the
Advisor's Practice Positive attitude and sincere willingness to
constantly learn and grow Key Expectations Quality of Work:
Accurate, neat, attentive to detail, consistent, takes time to do
it right, thorough, high standards, follows procedures.
Dependability: Consistent attendance, punctuality, and reliability.
Follows policy completely. Communication: Adept at oral and written
communication, shares information with peers and supervisors,
handles internal and external communications. Internal/External
Relationships: Agreeable, constructive, flexible, helps without
being asked, handles customers/vendors/outsiders, seeks and
maintains good relationships, expedites orders and projects.
Judgment: Tactful, displays sensitivity, uses common sense,
maintains confidentiality, makes sound decisions, sizes up
situations, takes appropriate actions. Organizational Abilities:
Sets realistic priorities, organizes time, sets schedules, meets
deadlines, completes projects on time, uses time well, does not
waste time, ability to coordinate with others. Volume of Work:
Keeps up with workload, meets surge requirements when necessary,
steady, consistent, willing to put in extra effort. Job Knowledge /
Technical Skills: Knows what has to be done, seldom needs
instruction, proficient in all technical aspects of job, knows how
to run equipment, able to work independently, able to instruct,
guides and trains others, understands safety/security procedures
and maintains them. Motivation: Genuine commitment to job,
energetic, self-starting, shows initiative, commitment, positive
attitude, enthusiasm, and high energy level. Reaction to Stress:
Can be depended upon when deadline pressures intensify, able to
remain calm and effective despite irritation or changes in plans
and policies, rarely loses temper, shows good frustration
tolerance, able to handle irate customers/vendors. Problem Solving:
Troubleshoots, quick insight and able to learn, handles complex
assignments, analytical, gets to the point quickly. Creativity:
Innovative, generates original solutions, develops new options, and
suggests improvements, willing to try new concepts. Decisiveness:
Willingness to make decisions, makes appropriate decisions, asks
questions when needed. Hygiene: Clothing appropriate to work (IE:
work clothes, uniform, etc.). Comes to work clean, no offensive
odors, appears healthy and clear-eyed - not flushed or pale, alert,
physically capable (IE: clear speech, awake). Preferred
Qualifications Please include your resume and a cover letter with
your application. About Our Company With the right company, life
can Be Brilliant-- -. 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 and we can Be
Brilliant-- - together. 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.
Keywords: Ameriprise Financial, Inc., Oshkosh , Receptionist, Administration, Clerical , Oshkosh, Wisconsin
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