Process Trainee Financial Advisory Support

Key Responsibilities- o Internal Operational activities:Assist financial advisors in servicing clients through operational and analytical support Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures. Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts...

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 anemphasis on creating and delivering a unique client experience that defines and differentiates advisors'practices. This position will...

Key Responsibilities Internal Operational activities: Assist Client Relationship Managers in servicing clients through operational and analytical support. Prepare Client Relationship Managers for sales presentations and interactions with clients. Executing routine transactions, such as completing and processing client paperwork. Gathering and documenting...

Support advisors in creating and delivering comprehensive financial plans for their retail clients.ResponsibilitiesSupport financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful examination...

Supporting supervision functions of client facing documents, communications and investment products to ensure compliance with regulatory requirements. Analysts will be expected to identify potential irregularities/ red flags, while maintaining agreed service levels and commitments.ResponsibilitiesProvide support to Registered Principals and Supervision...

Company Description Oxane Partners is a technology-driven solutions provider to the private markets industry. Our solutions transform the way private markets investment firms and banks analyze and manage their investments. We unify our technology with deep domain expertise to provide compelling and relevant solutions across all asset classes. Founded in 2013...

GAA Advisory LLP is an independent organization established in 1984 with diversified interests in the field of Valuation Advisory and Consultancy. The Company has provided professional services to a wide range of clients including the Government of India, Banks, Financial Institutions, Developers & Promoters, various Consultants, and High Courts. Over a...

This position will be responsible to manage the Vendor Financial Health Check, OFAC check and participate in VRA calls & in risk and security processes for Ameriprise Third Party Risk Management. Job Responsibilities Participate in risk and security processes for Ameriprise Third Party Risk Management. Perform due diligence related to Third Party...

Description SummaryThis role primarily focused on conducting business performance analysis to assess risk and opportunities, incorporating trend analysis to assess business implications, and analyzing data to support global reporting, planning and forecasting. Creates, maintains and enhances models used in decision support and analyzing segment...

Responsibilities Responsible to accurately process service request cases assigned systemically as per defined assignment and case deadlines, and also per established operating procedures. Participate in Operational, Domain and softskills development training programs to develop process and domain knowledge and build/improve skills & competencies. Participate...

ResponsibilitiesWe are looking for a highly motivated Individual with fresh ideas having passion & great acumen for Frontend team You have experience with HTML, CSS and JavaScript. You can implement solutions that are user responsive and efficient. You have knowledge of the entire web development process. You are capable of implementing a resilient web...

Frontend Engineer is a key member of an agile team responsible for creating great products for our customers on the web. In this role, you will be primarily responsible for the development, testing, quality and performance of a web application. Key Responsibilities Technical Skills – Require programming skills to write computer code and scripts in...

Key ResponsibilitiesRequired QualificationsPreferred QualificationsProduct-specific or financial services industry experience will be an added advantage. Desired experience of 1-2 years in the field of brokerage and a Strong academic background/ orientation.About Our CompanyAmeriprise India LLP has been providing client based financial solutions to help...

Participation in Ameriprise vendor risk and security audit process for all vendors which are under scope for VRA (Vendor Risk AssessmentResponsibilitiesScheduling VRA Calls with the Security Teams (Information Security, Physical Security and Business Continuity), Line of Business and other stakeholders. Ensuring that the calls are scheduled within the given...

Key responsibilities: Good understanding of credit & financial research, strength & challenges of businesses, legal entity corporate structure, income statements, balance sheet and cash flow reporting Experience in supporting clients restructuring needs such as insolvency and reorganization, liquidity management/analysis, creditor advisory, distressed asset...

Finance Process Trainee in AWM Finance (FC&I - FRCO) is responsible for administration of various compensation, Incentive and recognition programs being offered to advisors. This role will be primarily focused on supporting day to day operations and reporting; However, it will also include the opportunities to drive efficiency in operations along with...

As an Articled Trainee, you will have the chance to develop your skills and knowledge in a variety of areas, including:Statutory /Tax / Internal AuditsIndirect Tax Compliances & Advisory, including GST & CustomsDirect Tax Compliances, Advisory & LitigationTransfer Pricing Audits & CompliancesDesired SkillsGood communication & presentation skillsStrong...

Role DescriptionThis is a full-time, on-site Client Support Trainee role located in Gurugram. The Client Support Trainee will be responsible for responding to customer inquiries, resolving issues, and communicating with other teams to ensure customer satisfaction. The Trainee will also troubleshoot technical problems and document interactions.Key...

Key responsibilities:- Understanding of credit & financial research, businesses' strengths & challenges, corporate structure, financial reporting- Support clients with restructuring needs like insolvency, liquidity analysis, creditor advisory, distressed asset support- Deliver high-quality analysis on capital restructuring, bankruptcy, debt capacity,...

Role: CA Industrial TraineeBase Location: Gurugram, India#accounting #financialreporting #Internalaudit #statutoryaudit #fashionecommerce #D2CAbout UrbanicUrbanic's sole purpose as a company is to make people enjoy the confidence of beauty easily.Urbanic is a new generation London-based fashion brand creating and bringing the fashion thatsustains the idea of...