Financial Planning Assistant
POSITION TITLE: Client Service Associate
PT: Full time, minimum of 30 hours per week
Hours: 30-40/week
Position available in our Melville Office
Position Overview: A dynamic, growth-oriented, financial planning practice of Ameriprise Financial is seeking a full time Financial Planning Assistant. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
Qualifications for the Financial Planning Assistant:
- Dependable, trustworthy, and have exceptional organizational skills
- Attention to detail and accuracy, follow-up, leadership skills, strong project management abilities are also critical to meeting and exceeding expectations in this role
- It is imperative in this position, to have strong written and oral communication skills
- Must be proficient in Microsoft office including Excel, Word, and Outlook.
- Exceptional time management skills, flexibility, and initiative will be necessary to succeed in this role
- An associate degree or higher
- 2+ years of similar work experience preferably in the financial services industry, and the desire to be part of a team and grow with the firm
- Must be motivated and determined
Responsibilities for the Financial Planning Assistant:
- Scheduling client appointments
- Calling prospective clients to set appointments
- Processing and tracking business paperwork
- Client service before, during, and after client appointments
- Resolving issues with home office
- Transaction execution
- Oversee compliance requirements
- Assist in preparation of financial plans, meeting prep materials
- Asset in trade modeling and complex paperwork/prep
- Providing operational leadership to support staff
- Help to coordinate and manage client service workflows
- Responding to ad hoc requests as needed
**Instructions for applying for this position**
Resumes will not be accepted without a cover letter that says why you would be a good fit for this position and the compensation range you wish to discuss. Also, in your cover letter, please briefly describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Note that you must follow these exact instructions, or your resume will be rejected.
Work Remotely
Pay: $30.00 - $40.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Education:
Experience:
- Microsoft Word: 1 year (Required)
- Financial services: 1 year (Preferred)
Work Location: In person
