Analyst Financial Advisory Support

Jambalaya Group; Dadri; In loco; INR 300.000 - 600.000; Tempo pieno

Descrizione del lavoro

Ameriprise India LLP is seeking a capable administrative professional to support a team of financial advisors. The role emphasizes client service, workflow management, and compliance with professional and regulatory standards.

You will prepare meeting materials, manage paperwork for new business, and coordinate events while supporting social media and client communications. Evening/night hours are part of the schedule, with in-office collaboration expected.

Competenze

• Willingness to pursue licensing certifications as needed (SERIES 7 and state licenses).
• Graduate in finance discipline; 1 year of experience or postgraduate preferred.
• Strong communication and computer skills (MS Office).
• Detail-oriented with high accuracy and ability to meet deadlines.

Mansioni

• Assist Ameriprise financial advisors in servicing clients including trades and transactions (Money movement, new account opening, etc.).
• 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 submitted which includes forms, obtain signatures, send to home office, track insurance/ annuity applications and coordinate rollovers.
• Prepare for and coordinate marketing events including creating marketing compliance documentation.
• Provide general administrative duties such as answering the advisors’ phone, expense reports, routine client correspondence, file setup, and alerts.
• Assist advisors in increasing their social media presence (Facebook & LinkedIn) and help clients enroll/ servicing on Ameriprise tools.

Conoscenze

Good communication skills

Eye for detail

Ability to meet deadlines

Licensing certifications willingness

Formazione

Bachelor’s in Finance or related field

Strumenti

MS PowerPoint

MS Excel

MS Word

Descrizione del lavoro

About Our Company

Ameripraise 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 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.

Job Description

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 Responsibilities

• Assist Ameriprise financial advisors in servicing clients including 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 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 (at least 1year experience or post graduation preferred)


• 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 added advantage


• 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)

Job Family Group

Business Support & Operations

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, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.