Financial Advisor Assistant Job at Ameriprise Financial, Marshfield, WI 54449

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Job Description

Come join our growing team! We are a Third Generation Family Owned Business that is focused on giving our clients a superior service and experience. Our company is extremely team oriented. We are looking for someone who has a positive attitude, energetic, passionate with a willingness to learn and adapt.

Duties will include client service involving in-person, virtual, phone and mail correspondence, file and system maintenance, and basic office administration/data entry as assigned. Applicants must possess quality verbal and written communication skills, be highly organized, detail-oriented and above all, a Team Player.

Experience and or Series 7, Series 66 and insurance license is favored, though not required.

Pay is negotiable and dependent on experience and qualifications.

Job Type: Full-time

Pay: $17.50 - $30.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee discount
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance

Physical setting:

  • Office

Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Education:

  • High school or equivalent (Required)

Experience:

  • Microsoft Powerpoint: 1 year (Preferred)
  • Administrative Experience: 1 year (Preferred)

Work Location: In person

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