Practice Support Analyst IND-2

Ameriprise Financial Services, LLC; Dadri; Presencial; INR 420.000 - 660.000; Jornada completa

Descripción de la vacante

Ameriprise India LLP seeks a capable administrative professional to support a team of financial advisors in delivering exceptional client service. The role involves preparing plans, researching investments, processing trades, and coordinating meetings with accuracy and adherence to regulatory requirements.

The candidate should be finance-graduated, open to licensing, and comfortable with evening/night shifts.

Formación

• Willingness to obtain licensing certifications (SERIES 7, 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 (0-1 year experience or 1 year diploma preferred)
• Good communication skills
• Basic understanding of MS PowerPoint, MS Excel and MS Word
• Exposure to financial products like mutual funds, insurance, retirement services would be an added advantage
• Eye to detail with high accuracy
• Ability to meet strict timelines per the agreed SLAs for advisor practices

Responsabilidades

• Assist Ameriprise financial advisors in servicing clients including basic financial plans, investment research and completing trades and transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings and providing follow-up.
• Prepare and submit new business paperwork with forms and signatures and track applications.
• Assist in marketing events and create marketing compliance documentation.
• Provide general administrative duties and support social media presence for advisors.

Conocimientos

Good communication skills

Attention to detail

Time management

Educación

Graduate in finance discipline

Diploma/degree in finance

Herramientas

MS PowerPoint

MS Excel

MS Word

Descripción del empleo

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 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? Help clients in enrolling/ servicing on various Ameriprise tools status

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 (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

Preferred Qualifications

• Experience of interacting with advisors or U.S business partners will be preferred

Full-Time/Part-Time

Full time

Timings

(8:00p-4:30a)

India Business Unit

AWMPO AWMP&S Presidents Office

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.