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.
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
📌 APWGI-Analyst-Financial Advisory Support (India)
🏢 56672 Ameriprise India
📍 India
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