Productive and fun workplace with many opportunities for learning.
Planning Assistant (Current Employee) – Richmond, VA – November 7, 2016
A typical day at work includes client outreach (setting appointments, checking in, preparing mailing for clients, and assisting with any client questions via email or telephone), data entry, and meeting preparation. I have learned and mastered many skills during my four years at Ameriprise such as data entry, customer service, microsoft office, meeting prep, multitasking, meeting deadlines, etc. I have found the work environment to be pleasant and my co-workers encouraging. The most enjoyable part of the job was knowing that I helped lessen the burden of a client's financial situation.