Ameriprise Recruitment Hiring Graduates Freshers for Analyst Financial Support. Ameriprise is conducting an off campus recruitment drive. Below are the Ameriprise Job description, Eligibility, and details.
Company Name: Ameriprise
Job Role: Analyst Financial Support
Location: Noida/Gurugram
Experience: Freshers (0-1 Year)
Education: Graduate
Batch: Not Mentioned
Last Date: ASAP
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Ameriprise Recruitment Hiring Graduates
Job Description
- 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
Eligibility
- Experience of interacting with advisors or U.S business partners will be preferred
- 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
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How To Apply for Ameriprise Recruitment Hiring Graduates?
Eligible candidates apply for this Drive online by following the below link. All Interview details will be shared via email.
More Details Ameriprise Recruitment Hiring Graduates
Important Note While Applying For Jobs:
Please read the job instructions and requirements carefully before applying. If your CV is shortlisted, you will receive all communications from the organization via your registered email address. Keep checking your inbox for details about the next round once your CV has been shortlisted.
