Ameriprise Financial Services, LLC

Financial Planning Support Specialist

Ameriprise Financial Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Minneapolis • Minnesota, Nevada • 🇺🇸 United States

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Salary

💰 $43,500 - $58,800 per year

Job Level

Junior

About the role

  • Independently process, reconcile and/or balance the assigned product
  • Ensure comprehensive and seamless operations for all transaction requests
  • Work with business partners to research and resolve issues
  • Ensure processing of transactions follow industry rules/regulations and internal compliance procedures
  • Identify process improvements and partner with appropriate resources to implement solutions
  • Participate in various team or department project requests

Requirements

  • High school diploma or GED
  • 1–3 years of relevant experience
  • Background in operations, processing, or customer service
  • Strong problem-solving skills
  • Proven ability to manage multiple priorities in a fast-paced environment
  • Understanding of company and industry regulatory requirements
  • Excellent written and verbal communication skills
  • High attention to detail and ability to meet accuracy standards in high-volume processing
Benefits
  • vacation time
  • sick time
  • 401(k)
  • health, dental and life insurances

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft skills
problem-solving skillsability to manage multiple prioritiesattention to detailwritten communication skillsverbal communication skills
Certifications
high school diplomaGED
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