Step into an instrumental role on a growing team at Transcendent Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, Inc. We’re looking for an organized, detail-oriented person to help conduct the smooth operation of a fast-paced—and friendly—financial planning office.
This position will assist in daily business operations, complete assigned tasks, and work on seasonal projects allowing the advisor team to focus on client acquisition, deepening client relationships, and providing a referable client experience.
The Operations Specialist is a key member of day-to-day operations and supports a variety of tasks, including but not limited to; coordinating, monitoring, completing and tracking client service requests, pre-meeting preparation and post-meeting follow-up, scheduling, account maintenance, tracking new business, and more. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. The Operations Specialist supports the many different tasks for which the practice is responsible and is a key member of the organization.

Position Functions and Responsibilities:

• Assist with account management – Handle account opening, maintenance, money movement, trading, and other administrative duties.

• Perform operational tasks -- Support financial advisors with allowable duties to enhance business efficiency.

• Maintain accurate client records – Review, gather, and update client information in preparation for client meetings.

• Document Management – Ensure secure and accurate storage of documents in accordance with company and compliance policies.

• Provide client service support – Manage and resolve client issues to ensure a seamless client experience.

• Coordinate scheduling and meetings – Manage calendars, prepare for client meetings, and ensure timely follow-ups.

• Assist with client communication -- Phone coverage and client communication as needed.

• Manage data entry and review – Keep records organized, accurate, and up to date.

• Support practice-wide projects and campaigns -- Assist with seasonal initiatives and practice wide operational efforts.

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the Operations Manager/Advisor.

Key Traits of a successful Operations Specialist:

The ideal candidate is detail-oriented, highly organized, and thrives in a collaborative yet independent work environment. A successful Operations Specialist will bring a positive, proactive attitude and a willingness to grow with the team.

• Attention to detail and organization

• Ability to work independently, problem solve, and efficiently and effectively manage your time

• Team Player, with a can-do attitude and growth mindset

• Strong communication skills

• Comfortable with technology and willing to learn new systems

• Dependable

• Flexible

• Adaptable

• Ability to multi-task, set priorities and juggle competing priorities.

Compensation and Benefits:

• This position offers the flexibility to work remotely. Salary dependent on prior experience with bonus opportunities.

Preferred Qualifications:

• An associate or bachelor’s degree is preferred. Eastern Standard Time Zone is preferred.

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

The estimated base salary for this role is $56,500 - $72,000 / year.Full time