Office Manager

Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist the financial advisor(s) in managing office work flow and business operations. Consistently follow high standards of business and professional ethics and legal and regulatory requirements.

Manage the day-to-day activities of staff including: conducting weekly touch points, delivering annual performance reviews and hiring new staff. Take the lead to manage practice financials, coordinate/track projects, organize client seminars and other practice management functions essential to a small business.
Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Position functions:

Business management

• Maintain practice financials, budget and manage office expenses

• Manage equipment and facilities including equipment maintenance, cleaning service contracts, and ordering office related items

• Review procedures and implement quality improvements and efficiencies

• Supervise administrative staff and manage team interactions

• Delegate work and provide feedback to other support staff

• Own the recruiting process for hiring new staff into the practice

• Train, support and be a technical resource for other staff in the practice

Client care

• Communicate with clients to set up meetings or appointments

• Set up and maintain client management system

• Maintain files and records

• Write letters to clients and administer client appreciation

Key Traits of a Successful Office Manager:

• Effective communication with clients, advisors and staff

• Efficient time management, attention to detail, organization, and multi-tasking skills

• Ability to adhere to rules and regulations as required by advisor and Ameriprise Financial

• Ability to support and provide guidance for compliance

• Positive attitude and sincere willingness to continually learn and grow

Education and Other Designations:

• College degree or higher

• Experience in managing a small office environment

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.
This position is with an Ameriprise Financial Franchise owner.

Full time