Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
5001 – 10 000 Darbinieki
ApdrošināšanaFinansesKonsultācijas
Ameriprise Financial Services, LLC ir finanšu pakalpojumu uzņēmums, kas koncentrējas uz personalizētu finanšu plānošanu, ieguldījumu konsultācijām un apdrošināšanas risinājumiem. Tā konsultanti strādā tieši ar klientiem, lai izprastu viņu mērķus un izstrādātu pielāgotas stratēģijas. Šo darbu atbalsta uzņēmuma Investment Research Group pētījumi, kā arī nepārtraukta tirgu un ekonomikas analīze. Ameriprise nodrošina arī digitālu piekļuvi klientu kontiem un finanšu dokumentiem, īpašu uzmanību pievēršot tiešsaistes drošībai un privātumam.

Financial Advisory Support Analyst

Prepare client presentations, managed account materials, and electronic forms while analyzing financial data and tracking workflows for Ameriprise in India.

Apraksts

  • Create client meeting presentations, managed account materials, electronic forms, and related resources for APWG advisors.
  • Analyze raw financial data and enter it into multiple tools.
  • Prepare materials for client presentations, managed account services, and electronic form services.
  • Complete quality checks with a mentor and revise work to meet compliance and quality standards.
  • Maintain the process workflow database.
  • Create and regularly update Excel reports on schedule.
  • Review information for comprehension and enter data.

Prasības

  • Communicate effectively in writing and verbally.
  • Apply strong analytical skills.
  • Pay close attention to detail.

Priekšrocības

  • Work in an inclusive, collaborative culture.
  • Find opportunities to contribute in the office and community.
  • Join an equal opportunity employer.
  • Access an inclusive and accessible recruitment process.
  • Request reasonable accommodations during the application or interview process.

Saistītās vakances

Satispay

Senior Accounting Manager – Italy and Luxembourg

Satispay
201 – 500 Darbinieki
B2BElektroniskā komercijaFintech

Lead operational accounting, statutory compliance, and reporting across Satispay’s Italian and Luxembourg entities. Manage the accounting team and support the transition to dual IAS/IFRS reporting.

Atvērt