Early career technologist contributing to projects that impact customer experience in tech at Fidelity Investments. Collaborating on AI and data model initiatives for improvements in contact centers.
AL
Hybrid Analyst – Financial Advisory Support
Posted 2 months ago
About the role
- Assist Ameriprise financial advisors in providing services to clients. Coordinate office workflow and enhance client experience while maintaining high standards of professional ethics.
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
Benefits
- Health insurance
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Analyst role in Finance CoE supporting financial reporting and planning across multiple markets. Collaborating on data - driven decision - making and enhancing performance management processes.
Senior Analyst in Finance supporting planning and reporting activities across multiple markets. Join Reckitt in their mission to enhance financial processes and insights across global domains.
Quality Analyst in R&D at Reckitt defining and implementing quality management systems. Collaborating on projects and ensuring compliance with internal and external regulations.
Production Planning Analyst at Reckitt responsible for production scheduling and supply chain management. Engaging in daily factory meetings and strategic forums for efficient operations.
Analyst supporting financial evaluations, market research, and corporate strategies for Tenpo, a Fintech company transforming Chile’s financial ecosystem.
Senior Analyst supporting Product Rating team at Travelers, collaborating on insurance premium variables. Responsible for analysis, design, and implementation of rating structures and product configurations.
Business Analyst translating customer needs into technical solutions at Xedule. Organizing stakeholder sessions and developing user stories for the education sector.
Assistant Treasury Analyst joining Open Bank's Treasury team. Supporting cash management, liquidity monitoring, and funding activities within a collaborative environment.
Promotions Analyst responsible for executing and preparing promotional initiatives to support revenue growth. Overseeing logistics, coordination, and analysis for Flash Sales and promotions.