PART TIME - 20 hours per week
Ø Incoming and outgoing customer service calls
Ø Keeping compliant with client data (filing, scanning, data entry into proper systems, submitting documentation, etc.)
Ø Transcribing
Ø Meeting preparation
Ø Appointment scheduling and reminders
Ø Efficiently learning Ameriprise systems to prepare and submit new business
Ø Manage deadlines to ensure everything is completed in a timely manner
Ø Process and log incoming checks
Ø Track billing (send invoices, log receipt of payments, etc.)
Ø Assist clients with daily needs (gathering information for them, mailing forms, etc.)
Ø Keep up and complete all necessary training requirements
Job Type: Part-time
Pay: $24.00 - $25.00 per hour
Schedule:
COVID-19 considerations:
We follow the state guidelines for COVID-19 precautions.
Education:
Experience:
Work Location: In person
Ameriprise Financial is a FORTUNE 500® company that combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life bala...
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