An Ameriprise Platinum Financial Services practice is looking for a self-motivated, self-starting, self-disciplined, highly ethical, unwavering, committed, flexible individual who stays one step ahead and anticipates what is needed to deliver a WOW Experience to clients.

Pay and Benefits:

$20.00/hour, for approximately 35 hours, Mon - Fri, 9:00am-5:00pm. (unpaid hour of lunch).
After 90-day probationary period, the following holidays will be paid at the normal scheduled hours for each day, when they fall on a weekday and the office is closed: (New Year's Day, Memorial Day, Independence Day, Labor Day, Columbus Day, Veterans Day, Thanksgiving Day, Christmas Day)

After 90-day probationary period, You will accrue 40 Personal Time/Vacation hours per year, which are accrued on a prorated basis every pay period
After one year of service, you will be eligible to participate in a Simple IRA plan, which provides a dollar-for-dollar match on contributions to a retirement account, up to 3% of your pay (further info on this process to be given upon orientation)

This Job Is Ideal for Someone Who Is:

Dependable -- more reliable than spontaneous
Detail-oriented -- would rather focus on the details of work than the bigger picture
Autonomous/Independent -- enjoys working with little direction.

Responsibilities

• An employer who demands a higher standard than what is sufficient and expects an attitude of going above and beyond of what is required.
• An expectation of making outbound calls, handling inbound calls, despite any uneasiness or inner fear of conversations on the phone or questions that may be asked.
• An expectation of an attitude of capturing careful notes of all conversations, asking always the most important follow-up questions to confirm instructions are clear (ie, who, what, when, why, how?), Then following up and following through on all tasks requested at all costs!
• Working from home in a QUIET environment, and visiting the office when needed to check mail, scan incoming checks, meet clients to receive documents, and coordinate for financial advisor and CEO and Client Service Manager, who may be working from outside of the office, requiring the Client Service Coordinator to stay focused on calls, emails, tasks, training, and client communication, while working for many hours without direct, daily oversight.
• Expectation of someone who makes OUTBOUND telephone calls to clients, for scheduling and building relationships, DAILY!
• A philosophy of excellence, in all that we do, and an attention to detail, bordering on madness.
• A commitment to staying positive, always, under all circumstances, without any exception or tolerance for negative "stinking thinking"
• An additional expectation of being quick to learn technology, willing and able to pick up an iPad or use a computer, in order to make outbound calls, answer inbound calls, send text messages to confirm clients, or send emails using any technology necessary and available.
• someone who is equally willing and able to use and iPad or computer to post compliant social media posts to conduct marketing for the practice and advisor.
• An expectation of someone who takes responsibility for any mistakes and is willing to say "I messed up, I dropped the ball, it won't happen", versus any other number of excuses that are always readily available.
• An expectation of someone who possesses an attitude of humility, willing to do menial tasks without having this component of their job be "beneath them".
• An expectation of someone who ALWAYS looks at the week ahead and asks "are there enough clients scheduled?", "Are all clients confirmed?", "Does advisor have everything they need prepared for client visits and calls?", "What can I do to make sure that the answer to all of the preceding questions is a resounding YES?"
• An expectation of someone who is willing to learn components of a financial advisory practice, including learning the company tools and platforms for setting up clients, preparing applications and forms for clients to sign, entering basic data into financial planning software, submitting finalized forms, uploading meeting notes, entering typed notes recording all call notes, entering transactions on behalf of advisor, making sure emails are recorded properly into the client files electronically, etc. Due to the importance and complexity of this part of the job, this person must create a habit of conducting training via Ameriprise University, on a weekly basis, without being asked to do so or reminded.

Required Qualifications

• Someone who is open to and able to taking state and federal securities and insurance tests to become licensed and grow within the business (ie, Florida Life, health and annuities exam, series 7 securities exam, series 66 exam).

About Our Company

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.

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.