Analyst Financial Advisory Support

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 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 Help clients in enrolling servicing on various Ameriprise tools Required Qualifications o Willingness to go for licensing certifications as needed SERIES 7 and possibly also for State Securities State IAR State Insurance o Willing to work evening hours 8 00 pm to 4 30 am 9 30am to 6pm CST o Graduate in finance discipline 0- 1year experience or 1year diploma is preferred o Good communication skills o Basic understanding of MS power point MS Excel and MS Word o Exposure to financial products like mutual funds insurance retirement services etc would be an added advantage o Must have an eye to detail with high accuracy levels o Ability to meet strict timelines per the agreed SLAs for advisor practices Preferred Qualifications Experience of interacting with advisors or U S business partners will be preferred 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 Full-Time Part-Time Full time Timings 8 00p-4 30a India Business Unit AWMPO AWMP S President s Office Job Family Group Business Support Operations