Senior Analyst Financial Advisory Support

Financial Advisor Assistant

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors' practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

Key Responsibilities

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 relevance and timeliness

Help clients in enrolling/servicing on various Ameriprise tools status

Required Qualifications

Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance)

Graduate in finance discipline or 1year diploma is preferred

3- 5 years experience

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

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm's focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.