Ameriprise Financial is hiring: Administrative Assistant in Zumbrota

Job Title: Administrative Assistant 
Location: Lex & Associates – Zumbrota, MN
Compensation: $20 - $22 Hourly
Position Type: Full-Time (32-40 hours per week)

About Us:
Lex & Associates is a client-focused wealth advisory practice dedicated to providing personalized financial planning and investment management services. We are seeking a motivated and detail-oriented Administrative Assistant to join our team and support the smooth operation of our practice.

Key Responsibilities:
As an Administrative Assistant, you will play a vital role in enhancing the client experience and ensuring the seamless operation of the practice. Your duties will include:

• Schedule client appointments and direct calls
• Greet clients and prepare for meetings (print documents, send fact finders)
• Manage CRM tasks and track advisor CE requirements
• Handle daily mail, check-log, and order supplies
• Maintain client files and records
• Ensure compliance with work methods and procedures
• Plan and prioritize your work schedule
• Update client suitability and upload documents to the system
• Send birthday cards and respond to emails
• Perform other tasks as assigned by the Financial Advisor(s)

Qualifications:

• Excellent communication and interpersonal skills
• Strong organizational abilities with attention to detail
• Proficiency with Microsoft Office Suite and CRM software
• Ability to manage multiple tasks and prioritize effectively
• Customer service experience is a plus
• Comfortable working independently while supporting a collaborative team environment

Benefits:

• Salary - $20 - $22 hourly
• PTO, paid holidays and retirement plan
• Health insurance stipend, starting at $150 per month
• Opportunity to work with a highly skilled and professional team
• Growth opportunities within the practice

How to Apply:
Please submit your resume and cover letter when applying for this exciting opportunity. We look forward to reviewing your application!