Advisor Support Specialist - Financial Services

Threadneedle group; Hinoba-an; Hybrid; PHP 396,000 - 792,000; Full time

Job summary

Ameriprise India LLP is seeking an admin/office support specialist to assist financial advisors and manage workflow, delivering a distinctive client experience. You will help with meetings, paperwork, and coordinating events while upholding high ethical and regulatory standards.

You will work in a client‑centric environment, support with social media outreach, and handle everyday admin tasks in a hybrid in‑office setting with flexibility for some remote work.

Qualifications

• Willingness to pursue licensing certifications (SERIES 7, etc.).
• Graduate in finance with 1+ year experience or relevant postgraduate.
• Strong communication skills.
• Proficient in MS PowerPoint, Excel and Word.
• Exposure to mutual funds, insurance and retirement services.
• Attention to detail with high accuracy.
• Ability to meet strict SLAs and timelines.

Responsibilities

• Assist Ameriprise financial advisors in servicing clients (money movement, new accounts).
• Prepare and summarize client meetings; create agendas and follow-ups.
• Prepare new business paperwork; obtain signatures; coordinate with home office; track applications.
• Coordinate marketing events and ensure marketing compliance documents.
• Provide general admin duties: phones, expense reports, client correspondence, file setup.
• Support advisors' social media presence (Facebook & LinkedIn) and use Ameriprise tools.

Skills

Licensing certifications

Communication skills

Attention to detail

Time management

Education

Finance degree

Tools

MS PowerPoint

MS Excel

MS Word

Job description

Ameriprise India LLP is seeking an admin/office support specialist to assist financial advisors and manage workflow, delivering a distinctive client experience. You will help with meetings, paperwork, and coordinating events while upholding high ethical and regulatory standards.

You will work in a client‑centric environment, support with social media outreach, and handle everyday admin tasks in a hybrid in‑office setting with flexibility for some remote work.