Financial Planning and Analysis

• 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

Financial Analyst, Advisory Support

Executive Back Office, Finance & Accounting

Lead Assistant Manager – Finance, Taxation

Assistant Manager – Back Office, Finance & Accounting

Senior Executive – Back Office, Finance & Accounting

Area Manager – Financial Planning & Analysis, Budgeting and Forecasting