Financial Planning and Analysis

• Work with a dedicated advisor/a team of financial advisors and staff to provide outstanding service to clients
• 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.)
• Prepare and summarize client meetings by scheduling and confirming meetings, creating the agenda and summary of meetings and providing necessary follow-up
• Prepare and ensure new business paperwork successfully submitted including preparing forms, obtaining appropriate signatures, preparing documentation to send to home office, tracking new insurance/annuity applications and coordinating rollovers
• Prepare for and coordinate marketing events including creating marketing compliance documentation
• Provide general administrative duties such as answering the advisors phone, processing expense management reports, preparing routine client correspondence, setting up client files, copying and managing new business correspondence and alerts
• Assist advisors in increasing their social media presence (Facebook & LinkedIn)
• Help clients in enrolling/servicing on various Ameriprise tools
• Manage and organize office workflow with emphasis on creating and delivering a unique client experience and follow high standards of business and professional ethics and legal and regulatory requirements

Financial Advisory Support Analyst

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