Administrative Assistant

Join Nelson, Kellmann & Associates - A Private Wealth Advisory Practice of Ameriprise Financial

In-Person | Ann Arbor, MI | Full-Time or Part-Time

Are you a highly organized professional who thrives in a fast-paced, people-focused environment? Nelson, Kellmann & Associates is seeking an Administrative Assistant to support the daily operations of our financial planning practice and deliver an exceptional client experience.

About The Role

As an integral part of our team, you’ll support advisors and clients, manage workflows, coordinate client communications, and contribute to a high-functioning, warm office culture. This role is ideal for someone looking to build a long-term career in personal financial planning.

What You’ll Bring

• Strong communication and client service skills
• A positive, proactive mindset and desire to learn
• Attention to detail, time management, and organizational excellence
• Comfortable working independently and as part of a close-knit team
• Professional ethics and adherence to compliance guidelines
  
  
  

Key Responsibilities

Client Care - 50%

• Schedule appointments and send reminders
• Conduct follow-up and manage incoming client inquiries
• Handle client service requests (address changes, documentation, etc.)
• Support transaction processes within compliance parameters
• Register new clients and maintain accurate records
  
  
  

Practice Support - 50%

• Manage office operations and vendor relationships
• Track advisor licensing and training requirements
• Coordinate client appreciation and gifting programs
• Manage website content, social media, and email campaigns
• Document client interactions in CRM
• Draft client communications (administrative in nature)
  
  
  

Preferred: Bachelor's degree, and/or prior experience in finance, operations, legal, HR, banking, or similar fields.

Compensation & Benefits

• Salary: $47,500-$55,000
• Incentives: Bonus and/or discretionary profit-sharing
• Benefits:
• 401(k) with match
• Paid time off and holidays
• Health, vision, and dental insurance
  
  
  

Schedule

• Monday-Friday
• Full-time preferred; part-time options available
  
  
  

Ready to apply? Join a collaborative, client-centered team where your contributions matter every day.