Ethos Financial Partners

A private wealth advisory practice of Ameriprise Financial Services, LLC

Our Firm

Ethos Financial Partners is a private wealth advisory practice of Ameriprise Financial Services, Inc. We are in the top 10 ranked Franchises at Ameriprise and are a thriving and growing team practice.

We are seeking a candidate for the Receptionist position in our Albuquerque, New Mexico office. We also have office locations in Thornton, CO and Grand Junction, CO that this candidate will interact with on a day-to-day basis.

People join our firm because they want to accomplish something meaningful and bigger than themselves, making a difference in other people’s lives. Our main priority is to serve the financial needs of our clients through excellent personal service. Through our caring advice, we help individuals and families attain confidence in the future, balancing their dreams for tomorrow with their goals and desires for today. From retirement strategies and investment planning to tax planning and much more, we help clients live the life they’ve earned and deserve.

Position Overview

The Receptionist will act as a client-centered team member that will be involved in activities that help Ethos Financial Partners cultivate a five-star experience. This team member will be highly involved in scheduling and confirming client appointments, in addition to managing incoming calls for the entire firm. As part of this role, the Receptionist will assist with other administrative duties that aim to provide a high-valued client experience. The ideal candidate should demonstrate the ability to work in a high-paced environment, capable of completing a high volume of scheduling activities at a high quality rate of efficiency.

Responsibilities

• Scheduling client appointments.
• Confirming client appointments, by phone, e-mail, or via the advisor texting platform.
• Answering the organizational phone line, and documenting outcomes of conversations to refer information to other team members.
• Maintaining of records in client management system (Ameriprise CRM).
• Documenting outcomes of client interactions in Ameriprise CRM.
• Coordinating with advisors to ensure that their scheduling preferences and model weeks are considered with scheduling appointments.
• Assisting in calendar management for team members.
• Reviewing and updating client information within internal systems, as necessary.
• Assisting the Receptionist in the Thornton, CO office with other administrative responsibilities that fall within their role.
• Providing assistance to other practice team members, as requested.

Key Traits

• A strong eye for detail and organization.
• The ability to move at a fast-pace and with strong-efficiency.
• Friendly and effective verbal and written communication.
• Positive attitude, demonstrated internally and with clients.
• Capable of utilizing multiple types of technology.

More About Ethos Financial Partners

Mission Statement:

At Ethos Financial Partners, we are devoted to helping people live more confident and fulfilled lives by protecting what matters most. To accomplish this, our team of professionals works together to develop a customized roadmap tailored to each client’s values, financial objectives, and life goals.

Vision Statement:

To be the financial advice team of choice by helping our communities fulfill and protect their life dreams.

Firm Values: Integrity, Innovation, Helping Others, Excellence, Stability

Integrity: Doing everything with integrity is who we are. Fulfilling the commitments we make to our clients, advisors, and staff is critical to our success.

Innovation: Ethos Financial Partners believes that innovation in all aspects of our business keeps us current and allows us to continue to grow while delivering a consistent client experience. Whether it is changing our client engagement model to align with behavioral finance, changing our operations to a server based electronic workflow system, or modeling our investment and product platform to continued growth through Ameriprise and non-Ameriprise advisor transition and acquisition, we believe it is this innovative mindset that has led us to where we are and will continue to allow us to support our clients and advisors and lead to continued long term growth.

Helping Others: Helping others is at our core. We truly help our clients in achieving their goals and maintaining the lifestyles for which they have worked for. In addition, helping others includes our ability to lead other advisors to more successful businesses and realization of their goals and allows staff to grow in their knowledge, roles, and responsibilities.

Excellence: We will always strive to provide increasing excellence in what we do. This includes our back-office operations, providing valued relationships between advisors and clients, and finding ways to make each and every client understand that they are truly valued by our firm. As Walt Disney used to say, “We are looking for ways to plus each client experience rather than just getting the job done”.

Stability: Ethos Financial Partners values stability in our ability to meet our financial obligations, in the stability of the firm’s partners, and in the tenure of our staff and advisors. We have taken the necessary steps to assure continuity for the firm for a variety of events. This provides clients, advisors, and staff with assurance that, while faces will change over the years, the firm will continue on for decades to come.

The five (5) core values of Ethos Financial Partners describe who we are and what we will always strive to be. Having these values help us to make better long-term decisions and quickly identify when our experiences are outside of these values to help rectify the situation at hand. We will strive every day to fully accomplish these core values and will use them as our compass as we make decisions in all that we do.

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

• Investments
• Retirement Planning Strategies
• Saving for Education
• Cash Flow Management Strategies
• Charitable Giving
• Estate Planning Strategies
• Family Finances
• Insurance
• Retirement Income Strategies
• Small Business
• Tax Planning Strategies
• Wealth Preservation Strategies
• Women's Financial Strategies

Job Type: Full-time

Salary: $48,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Experience:

• 1-3 years of client service and administrative experience

Work Location: One location

Job Type: Full-time

Pay: $48,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• No nights
• No weekends

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Thornton, CO 80229: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: One location

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