Assistant
Joern, Samaha & Associates
Joern, Samaha & Associates, located in downtown Minneapolis, is a locally and nationally recognized comprehensive financial planning practice. We serve a diverse group of successful families and individuals using a high-touch, client centric service model, supported by deep expertise. We are one of the largest and most rapidly growing Ameriprise-affiliated practices in the nation.
The Employee Experience
Our firm is growing rapidly through strong referrals from our clients. Business growth is creating unlimited opportunity for team members to learn, grow in their own role and take on new challenges. Our practice believes in service (not sales) achieved through the power of collaboration across a broader team. We expect individuals to utilize their strengths working together with other team members to deliver an exceptional client experience. Culturally, we are hard-working, fun and enjoy the camaraderie that comes from a tight-knit group. We are moving our office location to 6th & Nicollet into a building that includes a fitness center and easy access to the many amenities available in the heart of downtown Minneapolis. We offer above average compensation and traditional benefits such as health insurance reimbursement, a SIMPLE IRA plan with employer match, and disability insurance. Our work is somewhat seasonal, typically with lighter schedules in the summer months, and we allow room for personal schedule flexibility.
Position Description – Assistant
The assistant will join a group of others who provide general administrative help to our team of financial advisors and our clients. The job duties can be quite varied, including occasional marketing and office management responsibilities. These duties may change to provide growth in the role as our team evolves. Duties include:
· Interacting with clients on the phone and in-person
· Scheduling client appointments
· Managing the overall office environment
· Assisting busy senior executives
· Completing client paperwork and submitting paperwork to the Ameriprise corporate office
· Managing client information
· Researching advisor and client questions
Required Qualifications
In addition to the above requirements, qualified applicants will have:
- Undergraduate degree
- Organized, detailed and able to multi-task with accuracy
- Professional presence, integrity and sense of responsibility
- Outstanding verbal, written and listening communication skills
- Client service focus
- Desire to work in a fast-paced team environment.
* No experience is necessary and we will consider candidates just returning to the work force.
If your qualifications and interests match our needs, we look forward to reviewing your resume. For more information about our firm, visit our website: www.ameripriseadvisors.com/mark.w.joern. To Apply:please forward your resume to Calvin Zimmerman at .