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M

FIRM Paid Temp

Mindlance
  • 🇺🇸 United States
  • On-site
  • 2 days ago
  • $19.00 – $20.71 / hour
New Bill Rate: *** - you should be able to submit over the current bill rate***

Onsite: 7979 E Tufts Ave Ste 715, Denver CO 80237

• Responsible for reception support including answering phones, greeting clients and addressing client service requests.
• General administrative duties performed may include logging correspondence and check deposits, maintenance of client files, office supply management, processing expense reports, initiating maintenance requests, scheduling wholesalers and supporting branch seminar events.
• Practice Support responsibilities may include delivery of the Ameriprise Client Experience, introducing clients to the digital experience, scheduling client appointments and entering new and existing client data into various applications.
• Assist advisor(s) in preparation or follow-up to client meetings and supporting the practice's marketing programs (events, go-social, MOD, etc.).

“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”

FIRM Paid Temp · Mindlance

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