This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/jobs/11816584

\"Step into an instrumental role in a Private Wealth Advisory firm that offers a full range of financial planning services. This position has a key role in coordinating communications to and from our clients and supporting the work of our advisory team. Role requires being on-site 4-5 days/week.Position Functions:Schedule client appointments and prepare agendas/ forms for appointmentsMaintain client contact management system & generate reportsConduct client appointment reminder calls and check-in calls on follow up itemsGreet and extend hospitality to clients upon arrival at officeDocument client contacts/callsAdminister ongoing systematic marketing communications to clients/prospectsSupport the coordination of client appreciation and marketing eventsRespond to basic level inquiries from clients via phone or emailKey Traits / Knowledge to be successful in this position: Strong organizational and computer skillsAttention to detail and organizationEffective time managementPolite and clear phone mannerPositive attitude and willingness to constantly learn and growTeam player who can be flexible working in a small office environmentExperience with Microsoft Office suite (Outlook, Word, Excel, PowerPoint) is helpfulFamiliarity with Salesforce CRM software is a major plusStrong interest or past experience in the retail financial services industry a plusCommitments / RewardsWeekly commitment of 30-40 hoursAnnual compensation range: \$45,000-\$55,000 commensurate with experience and skillsAt 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.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.Full-Time/Part-TimeFull timePDN-9b9f0fae-bf1c-4f0e-a033-034b90fa8a34\"