APWGI-Analyst-Financial Advisory Support

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 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 advisor 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.

The candidate will be responsible to work with 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.

Accountabilities:

Assist APWG advisors and CSAs 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 updates

Help clients in enrolling/ servicing on various Ameriprise tools

Required:

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)

- Good communication skills- Basic understanding of MS power point, MS Excel and MS Word

Must have an eye to detail with high accuracy levels

Ability to meet strict timelines per the agreed SLAs for advisor practices

Preferred:

Exposure to financial products like mutual funds, insurance, retirement plans, financial planning, etc. would be an added advantage

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 President's Office

Job Family Group

Business Support & Operations

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.