Analista de Chatbot leading the development of AI agents enhancing customer conversion. Join +A Educação, a leader in digital education solutions.
AL
Hybrid Analyst, Financial Advisory Support
Posted last month
About the role
- Analyst assisting financial advisors in client servicing and administrative duties. Preparing financial plans, conducting research, and managing office workflow.
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
- Experience of interacting with advisors or U.S business partners will be preferred
Benefits
- Inclusive, collaborative culture that rewards you for your contributions
- Opportunities to make a mark at the office
- Difference in your community
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Analista Fiscal managing tax responsibilities such as tax returns and compliance in a consulting firm. Seeking a passionate accounting professional with knowledge in tax legislation.
Analyst responsible for planning and coordinating international transport operations. Working at a logistics company focused on healthcare product transportation.
Technology Analyst at UNIT fintech managing software development and IT infrastructure. Focused on delivering high - quality tech solutions for Brazilian workers' financial education.
Analyst/Assistant focusing on tax calculations and declarations at Grupo OFM. Responsibilities include tax compliance, reporting, and interaction with management.
Analista de Faixa de Dominio na Motiva contribuindo para qualidade de vida através da mobilidade. Envolvimento em administração e viabilização de projetos relacionados a faixas de domínio de rodovias.
Analista PMO Sênior managing project governance processes at Motiva to enhance mobility. Ensure compliance and continuous improvement in project management.
Analyst of bilingual Spanish collections in a fintech, handling customer relationships and financial duties. Engaging in proactive collections and maintaining client communications.
Senior Analyst in Pavement for Motiva focused on developing standards and optimizing pavement processes. Transforming technology in pavement recovery using BIM and GIS solutions.
PMO Analyst managing engineering projects at KFC, ensuring quality and efficiency. Leading project planning and communication with stakeholders for success.