Analyst Financial Advisory Support

ameriprise; Dadri; Hybrid; INR 350,000 - 550,000; Full time

Job summary

Ameriprise India LLP is seeking a finance-focused administrative professional to support a team of advisors and staff. You will help service clients, coordinate meetings, and prepare paperwork while ensuring compliance and high ethical standards.

The role requires licensing readiness, strong communication, and proficiency with MS Office. It offers in-office collaboration with some work-from-home days and a 3-day in-office per week cadence.

Qualifications

• Licensing certifications as needed (SERIES 7 and state licenses).
• Willing to work evening hours (8:00 pm–4:30 am).
• Finance degree with 1+ year experience or postgraduate preferred.
• Strong communication skills.
• Proficient in MS PowerPoint, Excel and Word.
• Exposure to mutual funds, insurance, retirement services helpful.
• Detail-oriented with high accuracy.
• Ability to meet tight SLAs for advisor practices.

Responsibilities

• Assist Ameriprise financial advisors in servicing clients, including trades and transactions.
• Prepare and summarize client meetings; schedule, agenda and follow-up.
• Prepare new business paperwork and coordinate signatures and submissions.
• Coordinate marketing events with compliance documentation.
• Provide general administrative duties and client communications.
• Support advisors' social media presence on Facebook/LinkedIn as needed.
• Assist clients in enrolling/servicing Ameriprise tools.

Skills

Good communication skills

Attention to detail

Education

Graduate in finance (1+ year experience or postgraduate preferred)

Tools

MS PowerPoint

MS Excel

MS Word

Job description

About Our Company

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 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)

India Business Unit

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.