Lead Assistant Manager – Strategic Finance & Operations, Fusion ERP
EXL
Oracle
Financial Analyst, Advisory Support
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Noida • 🇮🇳 India
Visit company websiteJob Level
Junior
About the role
- Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and 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, create the agenda and summary of meetings and provide necessary follow-up
- Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers
- Prepare for and coordinate marketing events which includes creating marketing compliance documentation
- Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts
- Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely updates
Requirements
- 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 (9:30am to 6pm CST)
- Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
- Good communication skills
- Basic understanding of MS power point, 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 to detail with high accuracy levels
- Ability to meet strict timelines per the agreed SLAs for advisor practices
Benefits
- Health insurance
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planninginvestment researchtrade executionnew account openinginsurance applicationsannuity applicationsmarketing compliance documentationexpense managementclient correspondencesocial media management
Soft skills
communicationattention to detailorganizational skillstime managementcustomer service
Certifications
SERIES 7State Securities LicenseState IAR LicenseState Insurance License