FULLTIME

Analyst Financial Advisory Support

Ameriprise Financial Services, LLC

11 days ago

Analyst Financial Advisory Support

Ameriprise Financial Services, LLC

Financial Services

FULLTIME

20000 - 25000

1 - 3 Years

Noida, Uttar Pradesh

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 ResponsibilitiesL Assist Ameriprise financial advisors in servicing clients including conducting investment research and completing trades and transactions (Money movement, recent 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 Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities,

State IAR, State Insurance)





Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)

Graduate in finance discipline (2-year experience or Postgraduate)

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 addedadvantage

Must have an eye to detail with high accuracy levels

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

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders.

Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process

Full-Time/Part-Time: Full time

Timings: (8:00p-4:30a)

Professional Skills

- FinTech
- AI Integration
- Compliance
- Anti-Money Laundering:
- Advanced Financial Modeling

Share Job Job Overview Job TitleAnalyst Financial Advisory Support

Job TypeFULLTIME

CategoryFinancial Services

Experience1 - 3 Years

DegreeMaster

Offered Salary20000 - 25000

LocationNoida, Uttar Pradesh

HR Contact

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Noida, Uttar Pradesh

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