Administrative Assistant

Ameriprise Financial has been helping individuals feel confident about their financial future for over 130 years. With a strong foundation in investment advice, asset management, and insurance solutions, the company supports both individual and institutional investors. Ameriprise operates corporate locations in the U.S. and across the globe, with a network of around 10,000 financial advisors in all 50 states. Its commitment to client financial needs is supported by expertise and a long history of trustworthy service.

Ameriprise Financial Services, LLC is a registered investment adviser and a member of FINRA and SIPC.

The Evans Group is a private wealth advisory practice and an Ameriprise Financial franchise located in Charleston, WV. Led by Charles M. Evans, CFP®, CRPC®, our team of experienced professionals provides personalized financial planning and investment strategies tailored to each client’s goals. Our mission is to help clients achieve confidence and clarity in their financial lives through a client-first approach and deep expertise.

Backed by Ameriprise’s robust resources and technology, we offer secure digital tools, award-winning research, and a proven process to guide families, business owners, and high-net-worth individuals toward their financial goals.

We are seeking a highly organized and client-focused Client Relationship Manager to join our independent financial advisory practice, The Evans Group, affiliated with Ameriprise Financial. This role is critical to ensuring smooth daily operations and delivering an exceptional client experience. You will manage administrative processes, coordinate client communications, and assist with scheduling, compliance, and other varied activities that help to ensure that our client’s receive the best possible customer experience.

This is a part‑time position designed for individuals seeking flexibility while still pursuing meaningful professional growth and contributing to a high‑performing team. It is ideal for candidates who value flexibility but are driven to excel, learn, and make a real impact in a dynamic business environment. You will be joining a team committed to fostering your success by offering continuous opportunities for personal and professional growth within a supportive business setting.

The Evans Group is an Equal Opportunity Employer.

• Strong attention to detail and organizational skills.
• Excellent verbal and written communication abilities.
• Ability to manage multiple priorities and meet deadlines.
• Familiarity, or adaptability, with compliance requirements in a financial advisory setting.
• Positive attitude and willingness to learn and grow.

• Serve as the first point of contact for clients—answer inbound calls and greet clients during visits.
• Manage scheduling for client meetings, including sending invitations, reminders, and follow‑ups.
• Prepare agendas and ensure meeting readiness, including compliance folders and materials.
• Maintain and update client records, including meeting notes, tasks, and client communications.
• Handle scanning, electronic filing, and document storage in appropriate systems.
• Process mailings, paperwork for signatures, and confirm receipt of client checks.
• Monitor and respond to client messages, when appropriate, and log relevant communications.
• Manage office inventory and supplies; order as needed.
• Oversee invoicing and payment tracking.
• Assist with new business processing and compliance record‑keeping.
• Organize welcome baskets, retirement gifts, and special‑occasion cards.
• Support financial planning deliverables by posting documents to required systems.
• Provide administrative support for advisor email and voicemail management.

• Accuracy and timeliness of work.
• Positive client feedback.
• Resolution of client service issues.
• Implementation of process improvements and creative ideas.