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Analyst – Financial Advisory Support
Ameriprise Financial Services, LLCAnalyst providing financial advisory support at Ameriprise, assisting financial advisors in client servicing, managing workflow, and preparing strategies.
About the role
Key responsibilities & impact- 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 advisor's 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 content
Requirements
What you’ll need- Willingness to go for licensing certifications (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 (0-1 year experience or 1 year diploma is preferred)
- Good communication skills
- Basic understanding of MS PowerPoint, 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
Comp & perks- Inclusive, collaborative culture
- Opportunities to make a mark at the office
- Difference in your community
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninginvestment researchtrade executionnew account openinginsurance applicationsannuity applicationsmarketing complianceexpense managementclient correspondencesocial media content creation
Soft Skills
communicationattention to detailorganizationaltime managementcustomer service
Certifications
SERIES 7State SecuritiesState IARState Insurance