Analyst Financial Advisory Support

Job Description

The candidate will be responsible to work with a dedicated advisor/a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors' practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

Key Responsibilities:

• Assist Ameriprise financial advisors in servicing clients, including completing trades and transactions (money movement, new account opening, etc.) as described by the advisor.
• Prepare and summarize client meetings by scheduling and confirming meetings, creating the agenda and summary of meetings, and providing necessary follow-up.
• Prepare and ensure new business paperwork is successfully submitted, which includes preparing forms, obtaining appropriate signatures, preparing documentation to send to the home office, tracking new insurance/annuity applications, and coordinating rollovers.
• Prepare for and coordinate marketing events, which includes creating marketing compliance documentation.
• Provide general administrative duties such as answering the advisor's phone, processing expense management reports, preparing routine client correspondence, setting up client files, and handling copy and new business correspondence and alerts.
• Assist advisors in increasing their social media presence (Facebook and LinkedIn) with relevant and timely content.
• Help clients in enrolling/servicing on various Ameriprise tools.

Required Qualifications:

• Willingness to go for licensing certifications as needed (Series 7 and possibly also for State Securities, State IAR, State Insurance).
• Willing to work evening hours: 8:00 pm to 4:30 am (9:30 am to 6:00 pm CST).
• Graduate in finance discipline (at least 1 year experience or post graduation preferred).
• Good communication skills.
• Basic understanding of MS PowerPoint, MS Excel, and MS Word.
• Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added advantage.
• Must have an eye for detail with high accuracy levels.
• Ability to meet strict timelines per the agreed SLAs for advisor practices.

Preferred Qualifications:

• Experience of interacting with advisors or U.S. business partners will be preferred.

In-Office Collaboration:

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity, and personal connection, we deliver for our stakeholders - clients, advisors, employees, and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full-Time/Part-Time:

Full time

Timings:

(8:00p-4:30a)

Job Family Group:

Business Support & Operations