APWGI-PT-Fincl Adv Supp IND

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.

Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Job Description

Support APWG advisors with creating client meeting presentations, managed account deliverables, e-forms etc. Analyze data and prepare materials related to client meeting presentations, managed account service, e-form service etc. tailored to meet APWG specific requirements. Participate in data comprehension and entry, while paying close attention to detail.

• Production: Analyze raw financial data, inputs in multiple tools, and preparing deliverables for the relevant services, such as client meeting presentations, managed account deliverables, e-forms, etc.

• Administrative: Process updates in the work flow database and create/maintain various Excel based reports in a regular and timely manner.

• Attention to detail.

• Communication skills, both verbal and written.

Full-Time/Part-Time

Full time Timings

(8:00p-4:30a) India Business Unit

AWMPO AWMP&S President's Office Job Family Group

Business Support & Operations Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.