Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. 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 excellent 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.
Job Description
Support APWG advisors force with creating client meeting presentations,
managed account deliverables, e-forms etc. Data analysis and material preparation related to client meeting presentations, managed account service, e-form service etc. tailored to meet APWG specific requirements. Data comprehension and entry.
- Production: Analyze raw financial data, inputs in multiple tools, and prepare deliverables for the relevant service such as client meeting presentations, managed account deliverables, e-forms etc.
- Problem Solving: Work with the mentor to complete quality check processes for deliverables and accordingly revise plan work to meet the compliance and quality standards.
- Administrative: Update in the process workflow database and creation/maintenance of various Excel based reports in a regular and timely manner.
Additional knowledge, skills, experience or training
- Good verbal and written communication skills.
- Good analytical skills.
- Attention to detail.