Ameriprise Financial Services, LLC

Operations Specialist

Ameriprise Financial Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Minneapolis • Minnesota, North Carolina • 🇺🇸 United States

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Salary

💰 $53,400 - $72,000 per year

Job Level

Mid-LevelSenior

About the role

  • Perform routine reporting and analysis contributing to recommendations for cost basis and tax
  • Assist in small to medium projects within cost basis
  • Provide analysis within existing reporting models, while recommending minor adjustments
  • Make recommendations based on reporting and analysis that best meet client, regulatory or business objectives
  • Develop solutions for routine and less complex problems for cost basis and tax reporting
  • Troubleshoot, resolve problems or issues, while contributing to define solutions in a Lean environment
  • Assist in the training of current and new team members
  • Assist the team in processing, when needed

Requirements

  • Associate degree or equivalent
  • 1-3 years of experience in Service or Operations
  • Excellent documentation, attention to detail and prioritization skills required
  • Excellent written and verbal communication skills
  • Proficient in MS Excel; familiarity with Access/database applications
  • Strong analytical, quantitative & problem solving skills and ability to use statistical analysis
  • Strong knowledge of business operations and processes in more than two areas
  • Ability to communicate effectively on recommendations and analysis results, and establish and maintain strong relationships across the organization
  • Ability to initiate and implement process improvements
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.

Hard skills
data analysiscost basis reportingtax reportingstatistical analysisproblem solvingprocess improvementreporting modelsdocumentationattention to detailprioritization
Soft skills
communicationteamworktrainingrelationship buildinganalytical thinkingquantitative skillsinitiativeadaptabilitycollaborationorganizational skills
Certifications
Associate degree
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