Skip to Main Content
← Back to Jobs

Administrative Assistant

McIntyre Fields & Associates Hurst ,TX
  • Expired: 29 days ago. Applications are no longer accepted.
Job Description

 

This position completes tasks previously performed by the advisor, allowing the advisor to focus more time and energy on client acquisition and deepening client relationships. The administrative assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The administrative assistant allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines. This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, researching printer problems, and/or organizing the logistics of 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 the leadership team.

Position Functions:

90% Administrative assistance

·         Prepare correspondence for advisor signatures

·         Copy and track all client and practice materials including business correspondence

·         Copy and follow-up with home office on related issues

·         Schedule client appointments and prepare agendas/forms for appointments

·         Conduct client appointment reminder calls and check-in calls on follow up items

·         Assist the planning assistants, paraplanners, associate financial advisors and advisors

·         Perform other allowable duties as assigned by the financial advisors

 

10% Client care

·         Greet clients upon arrival and extend hospitality to clients

·         Set up and maintain client management system

·         Write notes or letters to clients on personal letterhead of admistrative nature ony and administer client appreciation

·         Document client contacts/calls

·         Track client special events and make appropriate contact per established client contact model

 

Key Traits of a Successful Administrative Assistant:

·         Strong organizational and computer skills

·         Direct attention to detail and organization

·         Effective communication with client 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 and Ameriprise

·         Ability to support and provide guidance for compliance within the advisor’s practice

·         Positive attitude and sincere willingness to constantly learn and grow

Company Description
McIntyre Fields & Associates is a boutique financial planning company serving the financial planning and investment needs of individuals, families and small businesses. Our strong culture and client focused team has been instrumental to our success. Our team has been recognized in the following:

• Ameriprise Chairman's Advisory Council, 2002-2020
• Ameriprise Circle of Success, 2010-2020
• Barron’s Top 1,200 Financial Advisors, 2012-2020
• Barron's Top 100 Women Financial Advisors, 2014-2020
• Financial Times 400 Top Financial Advisers, 2018-2020
• Forbes Best-in-State Wealth Advisors, 2018
• Five Star Wealth Manager, 2012-2016

McIntyre Fields & Associates

Address

1401 Precinct Line Road
Hurst, TX
USA