Administrative Assistant - Investments (ADMIN013993)

at Centennial Bank in Little Rock, Arkansas, United States

Job Description

GENERAL DESCRIPTION OF POSITION

Step into an instrumental role. Help conduct the smooth operation of a fast-paced and friendly financial planning office. Work as an employee of Centennial Bank with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. 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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Work closely with the EVP/Chief Operations Officer to provide executive support. This duty is performed annually, about 1% of the time.
2. Assist senior officers as needed. This duty is performed as needed, about 10% of the time.
3. Set up meetings, conferences, and conference calls. This duty is performed daily, about 10% of the time.
4. Maintain bank files for branches including but not limited to correspondence, contracts, audit reports, and insurance. This duty is performed daily, about 10% of the time.
5. Compile and keep current all bank policy information. This duty is performed annually, about 2% of the time.
6. Assist with correspondence such as letters, memos, copies, faxes, overnight mail, etc., as needed. This duty is performed daily, about 20% of the time.
7. Assist with answering telephone and accepting or furnishing information.  Finalize the call if possible. This duty is performed daily, about 20% of the time.
8. Oversee local branch equipment maintenance needs and assist when required. This duty is performed annually, about 1% of the time.
9. Assist clients with financial planning needs. This duty is performed daily, about 70% of the time.
10. Help with bank events. This duty is performed monthly, about 10% of the time.
11. Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed.
12. The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily.
13. Perform any other related duties as required or assigned.