Job Description
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
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
💡 Quick Summary
Seeking a career-building opportunity? The Analyst Financial Advisory Support position is now open for candidates interested in the Finance sector. This role in Gurgaon offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.