Key Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Frequent communication with financial advisors, bank representatives and others via email and phone.

• Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agenda and summary of meetings, escort clients to advisor 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 applications and coordinate rollovers.

• Support client acquisition strategies, including managing referrals from the financial institution with the CRM and referral tracker, coordinating marketing events/seminars, or following up with prospects for scheduling.

• Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Required Qualifications

• Demonstrated proficiency with Microsoft Office applications with strong computer skills.

• Strong communication skills with ability to communicate across all levels within the organization.

• Excellent time management skills.

• Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision.

• Customer service experience.

Preferred Qualifications

• Experience problem solving and resolving escalated issues.

• Experience in a high-stress, deadline-driven environment preferred.

• Industry relevant experience.

• Relevant experience working within a financial institution

About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Exempt/Non-Exempt

Job Family Group

Line of Business