Hiring For Financial Advisory Support | Hybrid Role | Finance|

Job Description

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 regulatory requirements when dealing with others and/or performing work activities. Role & responsibilities Assist financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions. Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-ups. 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. Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools Preferred candidate profile Graduate in finance discipline (0- 1year experience or 1year diploma is preferred) Candidate should be comfortable working in night shifts. Excellent communication skills are mandate. 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. Ability to meet strict timelines per the agreed SLAs for advisor practices. Perks and benefits Hybrid Work Model (2days work from home/3 days work from office) Both side cabs Fixed Night Shifts For more details, please contact Anjali at 7669411991 or anjali@expertstaffingsolutions.in