Receptionist/Administrative Assistant

Colchester, VT – Marblestone Wealth™, a Private Wealth Advisor Practice of Ameriprise Financial is seeking a fulltime Administrative Assistant to join our innovative and dynamic team. At Ameriprise Financial we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations to help achieve financial goals and simplify their financial lives.

Job Purpose:

Serve as receptionist and administrative assistant, providing exceptionally friendly, helpful, high-quality service to our clients and help the practice in managing and organizing office work flow.

Responsibilities:

• Answering and triaging phone calls
• Pleasantly greeting clients
• Manage office calendar including client scheduling
• Maintain office supplies and office appearance
• Update Client Relationship Management information
• Manage client event prep and help execute
• Scanning, Faxing, printing, copying
• Complete mail and check-log, daily
• Other clerical support as required

Qualifications:

• Associate degree or higher, or equivalent work experience
• 2+ years of similar work experience in a professional office environment, ideally in the financial services industry
• Direct attention to detail and organization
• Uses Microsoft Office suite capably
• Effective communication with clients and other advisors/staff
• Service minded
• Effective and efficient time management
• Polite and clear phone manner
• Ability to prioritize and focus
• Adheres to rules and regulations as stated and required by Advisors and FINRA
• Positive attitude and sincere willingness to constantly learn and grow
• Professional demeanor

Salary and Benefits:

• $20 - $22 per hour based on experience
• Medical, Dental, Vision, Life, and Disability benefits
• 401k match
• Profit Sharing
• Lower cost disability
• Summer Hours
• Paid Time Off (PTO) including 10 paid holidays’
• Flexible time off
• Maternity/Paternity Leave of Absence

How to Apply:

Please submit the following for consideration:

• Cover letter
• Resume

We are an Equal Opportunity Employer