Future Opening: Client Service Coordinator/Marketing Coordinator

Holewinski & Associates – a Private Wealth advisory practice of Ameriprise Financial, LLC. is seeking a Client Service Coordinator/Marketing Coordinator to join our innovative and dynamic team.  Are you interested in having fun while we help people feel confident about their financial future, by providing comprehensive financial planning and investment consulting to families, individuals and businesses to help achieve their financial goals and simplify their financial lives?  Then apply today!

 

Responsibilities:

·        Schedule client meetings

·        Confirm meeting by text and email

·        Manage calendars for advisors

·        Assist in client data meeting prep

·        Distribute mail and scan checks

·        Answer and direct incoming calls

·        Assist in proofing and sending letters

·        Copying, scanning, and electronic filing

·        Planning client events

·        Following up with prospects from each event

·        Posting on Facebook and LinkedIn

 

Qualifications:

·        Pleasant, professional and friendly with excellent interpersonal skills

·        Sense of humor and ability to have fun is a must

·        Highly organized, accurate and attention to detail

·        Analytical in independent problem-solving skills

·        Highly proficient in Microsoft office including Word, Excel, PowerPoint and Outlook

·        Experience in Salesforce is a bonus

·        Excellent written and verbal skills

·        Ability to handle multiple responsibilities

·        Strong personal and business ethic and integrity is a must

·        Desire to grow and learn within the practice