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Financial Assistant

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Updated Jan 15, 2018
Job Description

Reports to

The President of the company

Overall Responsibility

Fills and maintains the office calendar and supports the office with administrative tasks.

Skills Required

Specific Responsibilities

  • Professionally answer the office phones as the first line of client communication
  • Place weekly phone calls to schedule office appointments and take calls related to scheduling changes
  • Place daily confirmation calls for the scheduled appointments
  • Complete all office filing and scanning weekly
  • Shared responsibility of preparing the client files for all advisor meetings
  • Edit after meeting documents such as clients’ financial statements and profiles
  • Oversee the office mail by mailing clients documents and logging our incoming mail
  • Submit documents to Home Office
  • Complete forms for clients
  • Coordinate our monthly dinner events with select groups of clients
  • Mail out birthday cards for our clients
  • Place orders for office supplies and postage
  • Support the office in client service tasks and general office management tasks
  • Post updates to our social media platforms and update and maintain our online presence
  • Mail clients gifts for significant life events such as anniversaries and new babies
  • Provide exceptional client service
  • Perform duties in Microsoft programs – specifically MS Excel and MS Word
  • Maintain the office kitchen – empty the dishwasher, refill the coffee carousel, etc.
  • Be able to adapt and work in a fast paced environment 


  • Proficient with Microsoft Word and Excel
  • Good organizational and follow through skills
  • Professional and courteous speaking


To be determined based on qualifications


Ameriprise Financial - Schroeder & Associates
1610 Woodstead Court
The Woodlands, TX   77380

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Job Categories

Job Types(s):   Administrative / Clerical, Accounting / Finance

Industry(s):   Banking / Finance

Employment Type:   Employee - Full Time, Employee - Part Time

Job Location(s):   The Woodlands

Contact Information

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