Senior Analyst Financial Advisory Support
2 days ago
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 relevance and timely
Help clients in enrolling/ servicing on various Ameriprise tools status
Required Qualifications
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance)
o Graduate in finance discipline or 1year diploma is preferred
o 3- 5 years experience
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 timeTimings
(8:00p-4:30aIndia Business Unit
AWMPO AWMP&S President's OfficeJob Family Group
Business Support & Operations-
Analyst Financial Advisory Support
1 day ago
Gurgaon, Haryana, India Ameriprise Financial Full time ₹ 2,00,000 - ₹ 6,00,000 per yearThe 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...
-
Analyst Financial Advisory Support
4 weeks ago
Gurgaon, Haryana, India Ameriprise Financial Services, LLC Full timeJob DescriptionThe 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...
-
Analyst Financial Advisory Support
3 days ago
Gurgaon, Haryana, India Ameriprise Financial Services, LLC Full time ₹ 9,00,000 - ₹ 12,00,000 per yearThe 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...
-
Senior Financial Advisory Support
1 week ago
Gurgaon, Haryana, India Ameriprise Financial Services, LLC Full time ₹ 9,00,000 - ₹ 12,00,000 per yearThe 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...
-
Senior Support Analyst
6 days ago
Gurgaon, Haryana, India BSI Financial Services Full time ₹ 8,00,000 - ₹ 24,00,000 per yearSenior Support Analyst (Application)Entra Solutions (A BSI Financial Services company)Entra Solutions is a FinTech company specialized in technology-based financial solutions and services for the mortgage industry. We are a people-focused, growth-oriented, innovative company and we're looking for people like you to make a positive change and join our team...
-
Transactional Staffing Analyst
20 hours ago
Gurgaon, Haryana, India Inizio Advisory Full time ₹ 2,50,000 - ₹ 7,50,000 per yearRole The staffing Analyst is a key member of Advisory's central Staffing team, this is a critical role in ensuring staffing decisions are accurately reflected and managed within relevant systems. This role partner closely with each of the Staffing Execution Leads to support the recording of updates in FF - enabling accurate reporting. Reports to: Staffing...
-
Senior Financial Analyst
2 weeks ago
Gurgaon, Haryana, India HireRight Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAbout HireRightHireRight is the premier global background screening and workforce solutions provider. We bring clarity and confidence to vetting and hiring decisions through integrated, tailored solutions, driving a higher standard of accuracy in everything we do. Combining in-house talent, personalized services, and proprietary technology, we ensure the...
-
Senior Financial Analyst
20 hours ago
Gurgaon, Haryana, India HireRight Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAbout HireRightHireRight is the premier global background screening and workforce solutions provider. We bring clarity and confidence to vetting and hiring decisions through integrated, tailored solutions, driving a higher standard of accuracy in everything we do. Combining in-house talent, personalized services, and proprietary technology, we ensure the...
-
Transactional Staffing Analyst
2 days ago
Gurgaon, Haryana, India Inizio Advisory Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRoleThe staffing Analyst is a key member of Advisory's central Staffing team, this is a critical role in ensuring staffing decisions are accurately reflected and managed within relevant systems. This role partner closely with each of the Staffing Execution Leads to support the recording of updates in FF - enabling accurate reporting. Reports to: Staffing...
-
Transactional Staffing Analyst
1 day ago
Gurgaon, Haryana, India Inizio Advisory Full time ₹ 5,00,000 - ₹ 12,00,000 per yearRoleThe staffing Analyst is a key member of Advisory's central Staffing team, this is a critical role in ensuring staffing decisions are accurately reflected and managed within relevant systems. This role partner closely with each of the Staffing Execution Leads to support the recording of updates in FF - enabling accurate reporting.Reports to: Staffing...