Key Responsibilities
Develop and maintain documentation for processes and workflows.
Ensure accuracy and consistency of data through regular validations and audits.
Organize and facilitate meetings with internal teams and external partners.
Provide timely updates and maintain clear communication across stakeholders.
Support system updates and releases through testing and validation.
Monitor and review data to maintain compliance and operational standards.
Assist in managing strategy-related requests and work plans.
Track progress, gather necessary materials, and ensure timely execution of deliverables.
Respond to inquiries and escalations related to advisory products.
Address exceptions and ensure resolution in line with established guidelines.
Provide support for audit activities and compliance reporting as needed.
Required Qualifications
Bachelor’s degree or equivalent experience
3+ years of financial services experience
Strong organizational and task management skills
Proactive approach and clear communication
Attention to detail, accuracy, and a high level of personal accountability
Ability to thrive in a fast-paced environment with a variety of responsibilities
Preferred Qualifications
Previous experience working with financial advisors
SEI / Series 7
Working knowledge of systems and tools (such as BETA Host, Thomson One/Refinitiv)
Understanding of the advisory business with a willingness to learn and expand knowledge, along with familiarity and experience with Ameriprise products.
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also 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 strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Timings
India Business Unit
Job Family Group
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social
*Ameriprise Financial Q1 2024 Earnings Release.
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