Are you a detail-oriented individual with a passion for providing exceptional client service? Do you thrive in a dynamic, fast-paced environment? If so, we invite you to join our team as a part-time Receptionist/Administrative Assistant supporting Castlewatch Wealth, a top Private Wealth Advisory Practice of Ameriprise Financial. In this role, you'll play a crucial part in the success of our practice by ensuring smooth operations and maintaining a positive client experience.About Us:Our practice is one of the leading names in the industry, offering comprehensive financial planning and asset management services. Located in the vibrant city of Los Angeles (Glendale), our well-established practice is known for its commitment to excellence and professionalism.Key Responsibilities:Greet clients with a warm and professional demeanor.Log incoming checks and mail into the Ameriprise Mail Log.Provide assistance with copying, scanning, and filing documents.Support basic client service tasks, including submitting applications to the back office and managing meeting confirmations.Prepping client files for upcoming meetingsMaintain organized files and records, updating client data as instructed by the Advisor.Monitor and replenish office supplies as needed.Contribute to special projects as required.Keep work methods and procedures up-to-date and compliant with Ameriprise Financial guidelines.Plan and prioritize your work schedule efficiently, utilizing to-do lists, calendars, and other time management systems.What We Offer:Competitive Compensation $16 - $21 per hour, depending on experience.Growth opportunities - potential growth into Full-Time position.Free parkingEducation and/or Experience:High School DiplomaCommitment to lifelong learning with ongoing professional development.No required licenses.Language Skills:Effective presentation skills to respond to inquiries from managers, clients, customers, and the general public.Exceptional written and verbal communication skills are mandatory.Computer Skills:Proficient in MS Excel, MS Word, Outlook, Adobe, SalesForce, contact management systems, and other relevant tools.Ability to pivot between multiple computer programs with ease and confidence.Other Skills and Abilities:High degree of integrity, honesty, commitment, and trust.Excellent interpersonal relationship skills with effective communication and empathy.Ability to communicate professionally, clearly, and concisely with clients.Exercise discretion in handling the personal information of clients.Physical Demands:Operate in a fast-paced, highly regulated, and ever-changing environment.No significant physical demands other than the endurance required for the fast pace and stresses.Work Environment:Typical professional office setting similar to a bank, insurance business, accounting firm, law firm, or other professional office.No unusual or significant hazards; reasonable accommodations can usually be made.If you're ready to contribute to the success of our practice, uphold the values of integrity, and embark on a rewarding career path, we encourage you to apply for the Part-Time Receptionist position by submitting a cover letter and your resume. Join us in a collaborative environment where your dedication makes a significant impact on the financial health and goodwill of our company.
