Highlights
Strong analytical, verbal communication, and writing skills · Strong attention to detail, positive attitude and desire to learn · An interest in financial planning, client service and investment management · Proficiency in MS Word, MS Excel, and the ability to learn financial planning software · Ability to work independently · Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority) · High School Diploma, or equivalent. · Review, prepare documents and update client information as needed for client review meetings · Manage and resolve client service problems · Perform other allowable duties as assigned by the financial advisor(s) · Set up and maintain client management system · Call clients or prospects to set up meetings or appointments · Assist with coordination of client appreciation events and seminars · Assist with client mailings.
Numbers & Facts
| Location | Cranston, Rhode Island |
| Industry | Financial Services |
| Company Size | 10,000 employees or more |
| Year Founded | 1894 |
| Website | https://www.ameriprise.com/careers |
Description
Benefits:
- Opportunity to move to full-time
- Flexible schedule
- Opportunity for advancement
Description:
This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support for financial advisors. The work is primarily back-office assistance and could include client-facing support. This is a part-time position. This position is 100% in person in our Cranston office and can lead to a full-time opportunity for the right candidate.
Responsibilities:
Client Care
· Review, prepare documents and update client information as needed for client review meetings
· Manage and resolve client service problems
· Perform other allowable duties as assigned by the financial advisor(s)
· Set up and maintain client management system
· Call clients or prospects to set up meetings or appointments
· Assist with coordination of client appreciation events and seminars
· Assist with client mailings
Business Processing
· Work with home office to ensure accurate account setup and resolve issues
· Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
· Maintain files and records in accordance with the records retention policy
Qualifications:
Must haves
· Strong analytical, verbal communication, and writing skills
· Strong attention to detail, positive attitude and desire to learn
· An interest in financial planning, client service and investment management
· Proficiency in MS Word, MS Excel, and the ability to learn financial planning software
· Ability to work independently
· Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority)
· High School Diploma, or equivalent
Nice to Haves
· Bachelor’s Degree
· Series 7 and 66
Job Type: Part-time
Pay Rate: $55,000 - $60,000
Application Requirement
Application Requirement
Please include a cover letter as part of your application packet. There are three reasons why we require a cover letter as part of the application process: a. This is a writing job. While writing eloquent prose is not necessarily a part of the job, stringing 8-12 sentences into 2-3 coherent paragraphs absolutely is part of the job. b. Following instructions from our clients is critical to our success. If you can’t follow these instructions, we will probably not be a fit. c. The cover letter will give you the opportunity to express ideas not easily conveyed on your resume. Please address all of the following topics. Applications submitted without a cover letter addressing all of these topics will not be considered:
- Describe your current work situation and why you are applying for this role.
- What interested you in this role?
- What specific skills do you possess that will help you succeed?
- Describe your experience that relates to this position.
- Confirm you saw the pay rate for this position and that it meets your expectations.
- Why should we hire you.
Compensation: $55,000.00 - $60,000.00 per year
As part of an Ameriprise Financial franchise our team of financial planning analysts create financial planning deliverables for Ameriprise financial advisors. Ours is a small, fast-paced, and friendly financial planning office where analysts work independently within a team.
Our financial plan-writing analysts revel in the day-to-day details and data analysis to create stellar financial plans for our client advisors. If you enjoy detailed project work, developing plans from the beginning of data collection to data analysis and ending with accurate and clear financial recommendations we want to talk to you. Remote and Hybrid positions available.
Our Values
Quality - We produce quality work every day
Service - We provide excellent service to our Advisors
Collaborative Processes - We support each other by sharing knowledge and offering assistance
Learning - It is our personal responsibility to expand our knowledge bases
Efficiency - We focus, utilize established processes and continuously look for new ways to work efficiently
Our financial plan-writing analysts revel in the day-to-day details and data analysis to create stellar financial plans for our client advisors. If you enjoy detailed project work, developing plans from the beginning of data collection to data analysis and ending with accurate and clear financial recommendations we want to talk to you. Remote and Hybrid positions available.
Our Values
Quality - We produce quality work every day
Service - We provide excellent service to our Advisors
Collaborative Processes - We support each other by sharing knowledge and offering assistance
Learning - It is our personal responsibility to expand our knowledge bases
Efficiency - We focus, utilize established processes and continuously look for new ways to work efficiently
About Company
About Ameriprise Financial
Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.
From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.
Our Investment in You
We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.
Your Career at Ameriprise
When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.
Search Open Positions and Apply
Learn More About Joining Ameriprise
Thrive in a Respectful, Supportive Environment
We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
Learn More About Diversity and Inclusion at Ameriprise
Build a Career that Matters to You
At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.
Being an Ameriprise Advisor
Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.
Learn More About Ameriprise Advisor Support
Opportunities for Students
Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.