Registered Support Assistant - Duluth, GA
Company Name:
Ameriprise Financial
Registered Support Assistant - Duluth, GA
Job ID 1790BR
Recruiting Location Duluth, GA
Full-Time / Part-Time Full-Time
Job Family Business Support & Operations
Job Function Sales Support
Job Description Assigned to either the employee advisor or branch office, utilize the client relationship model and turnkey tools available to assist advisors in servicing clients by gathering and analyzing client data, helping prepare financial plans, working with clients, processing transactions and trades for clients, and other practice management tasks as needed.
Responsibilities As directed, assists advisor in servicing clients including preparing financial plans, conducting investment research, and completing trades and transactions.
oResponsible for preparing and summarizing client meetings by scheduling and confirming meetings, entering data into Contact Manager, creating the agenda and summary of meetings, escorting clients to advisor, and providing necessary follow-up.
oPrepares and ensures new business paperwork processes successfully which may include preparing forms via Simplified Account Opening (SAO), obtaining appropriate signatures, preparing documentation to send to home office, tracking new insurance applications and coordinating rollovers.
oPrepares for and coordinate marketing events including creating marketing compliance documentation and managing event marketing reimbursement.
Required Qualifications oCollege degree or equivalent.
oSeries 7.
oSeries 63 & 65 or 66, Life, Accident, and Health licenses (or commitment to obtain within 120 days).
oExperience working in a client service environment.
oDetail orientated, strong math, and analytical skills. Good organization and time management skills.
oAble to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision.
oStrong computer and software skills.
oAble to communicate with all levels within the organization. Process oriented and can work with a team.
Preferred Qualifications Bachelors degree or equivalent.
License(s) Required Series 7
Series 63 (State Securities)
Series 65 (IAR)
Series 66 (State Securities & IAR)
Life
Accident/Health
About Ameriprise Focused on people, not just our bottom line.
Here, you''ll be part of an inclusive, collaborative culture that rewards you for your contributions.You''ll work with other talented people who share your passion for doing great work that''s in the best interest of our clients.And you''ll have plenty of opportunities to make your mark at the office - and a difference in your community. So if you''re talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial.Estimated Salary: $20 to $28 per hour based on qualifications.
Ameriprise Financial
Registered Support Assistant - Duluth, GA
Job ID 1790BR
Recruiting Location Duluth, GA
Full-Time / Part-Time Full-Time
Job Family Business Support & Operations
Job Function Sales Support
Job Description Assigned to either the employee advisor or branch office, utilize the client relationship model and turnkey tools available to assist advisors in servicing clients by gathering and analyzing client data, helping prepare financial plans, working with clients, processing transactions and trades for clients, and other practice management tasks as needed.
Responsibilities As directed, assists advisor in servicing clients including preparing financial plans, conducting investment research, and completing trades and transactions.
oResponsible for preparing and summarizing client meetings by scheduling and confirming meetings, entering data into Contact Manager, creating the agenda and summary of meetings, escorting clients to advisor, and providing necessary follow-up.
oPrepares and ensures new business paperwork processes successfully which may include preparing forms via Simplified Account Opening (SAO), obtaining appropriate signatures, preparing documentation to send to home office, tracking new insurance applications and coordinating rollovers.
oPrepares for and coordinate marketing events including creating marketing compliance documentation and managing event marketing reimbursement.
Required Qualifications oCollege degree or equivalent.
oSeries 7.
oSeries 63 & 65 or 66, Life, Accident, and Health licenses (or commitment to obtain within 120 days).
oExperience working in a client service environment.
oDetail orientated, strong math, and analytical skills. Good organization and time management skills.
oAble to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision.
oStrong computer and software skills.
oAble to communicate with all levels within the organization. Process oriented and can work with a team.
Preferred Qualifications Bachelors degree or equivalent.
License(s) Required Series 7
Series 63 (State Securities)
Series 65 (IAR)
Series 66 (State Securities & IAR)
Life
Accident/Health
About Ameriprise Focused on people, not just our bottom line.
Here, you''ll be part of an inclusive, collaborative culture that rewards you for your contributions.You''ll work with other talented people who share your passion for doing great work that''s in the best interest of our clients.And you''ll have plenty of opportunities to make your mark at the office - and a difference in your community. So if you''re talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial.Estimated Salary: $20 to $28 per hour based on qualifications.
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