Office Manager Job Job in Redwood City, California Us
Please note: Your application to this job will be a direct email to an Ameriprise recruiter.
You give more. You want more.
Position Description:
Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as anemployee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial.Assist the financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow and daily business operations.This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealingwith others and/or performing work activities.
This role will manage the day-to-day activities of staff including, but not limited to, conducting weekly touch points, delivering annualperformance reviews and hiring new staff. The role is responsible for taking the lead in managing the financials of the practice and otherpractice management functions essential to a small business. Responds to ad hoc requests, coordinates/tracks projects and/or managesbusiness-as-usual projects such as organizing a client seminar.Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by theadvisor.
Position Functions:
Business Management
- Maintain practice financials and manage office expenses within a budget
- Order supplies and other office related items
- Manage equipment and facilities including equipment maintenance and cleaning service contracts
- Review work methods and procedures for possible quality improvements and efficiencies; implement them when appropriate
- Supervise administrative staff as well as manage team interactions on a day-to-day basis
- Assign and delegate work and provide feedback, when appropriate, to other support staff
- Own the recruiting process for hiring new staff into the practice
- Act as a technical resource to provide training and support to the paraplanner(s) and planning assistant(s)
- Act as a back up to other staff
Client Care
- Call clients to set up meetings or appointments
- Set up and maintain client management system
- Maintain files and records in accordance with the records retention policy
- Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation
- Review and respond to emails as necessary
Key Traits of a Successful Office Manager
- 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 stated and required by advisor, Ameriprise Financial and FINRA
- Ability to support and provide guidance for compliance within the advisor's practice
- Positive attitude and sincere willingness to constantly learn and grow
Education and Other Designations:
- College degree or higher
- Experience in managing a small office environment
Find more of what you want at an Ameriprise Financial franchise. You'll be part of a group of professionals dedicated to helping clients plan for and achieve their dreams. And you'll have the support of our FORTUNE 500 firm behind you. Ameriprise Financial is America's leader in financial planning, serving more than 2.5 million individual, business and institutional clients.
Join us.