Analyst Financial Advisory Support

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...