Financial Analyst, Advisory Support

Jobtailor; Dadri; On-site; INR 180,000 - 300,000; Full time

Job summary

Jobtailor is seeking a motivated Finance Administrative Assistant to support Ameriprise financial advisors. You will prepare basic financial plans, conduct investment research, and help with trades and client documentation, ensuring smooth operations and timely follow-ups.

The role includes scheduling client meetings, coordinating marketing events, and maintaining orderly client files, with opportunities to expand licensing certifications as needed.

Qualifications

• Willingness to pursue licensing certifications as needed (Series 7 and state licenses).
• Graduate in finance with 0–1 year experience or a 1-year diploma preferred.
• Strong communication skills.
• Proficient with MS PowerPoint, MS Excel, and MS Word.
• Exposure to mutual funds, insurance, retirement services is a plus.
• Detail-oriented with high accuracy.
• Ability to meet strict SLAs for advisor practices.

Responsibilities

• Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions 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 for and coordinate marketing events including creating marketing compliance documentation.
• Provide general administrative duties such as answering the advisor's phone, processing expense reports, and setting up client files.
• Assist advisors in increasing their social media presence (Facebook & LinkedIn) with timely content.

Skills

Good communication

Detail-oriented

Education

Finance degree or diploma

Tools

MS PowerPoint

MS Excel

MS Word

Job description

Responsibilities

• Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and 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

Requirements

• 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 (0- 1year experience or 1year diploma is 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