Financial Analyst – Advisory Support

Role Overview

• 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, creating the agenda and summary of meetings and providing necessary follow-up
• Prepare for and coordinate marketing events which includes creating marketing compliance documentation
• Provide general administrative duties such as answering the advisor's phone, processing expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts

Requirements

• Graduate in finance discipline (0-1 year experience or 1 year diploma is preferred)
• Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance)
• Good communication skills
• Basic understanding of MS PowerPoint, 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

Benefits

• Flexible working arrangements
• Opportunities to make a difference in your community