Up Analyst financial advisory support Jobs – 21 Open Jobs Today

Analyst Financial Advisory Support
Ameriprise Financial —Noida, Uttar Pradesh
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Work from home
10d
Experienced Professional, Financial Planning and Analysis
WSP —Noida, Uttar Pradesh
- Hybrid work
- Microsoft Excel
- Finance
- Master's degree
Program & Research Analyst
Access Assist —Lucknow, Uttar Pradesh
- ₹3,00,000 - ₹6,00,000 a year
- Full-time
- Microsoft Powerpoint
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- Research
Quick apply
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Senior Analyst, Corporate Development - M&A
Doceree —Noida, Uttar Pradesh
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Research
- Health insurance
- Flexible schedule
Analyst - Forensics - National - ASU - Forensics - Investigations & Compliance - Noida
EY —Noida, Uttar Pradesh
- Bachelor's degree
- Agile
Sr FP&A Analyst
Bureau Veritas —Noida, Uttar Pradesh
- Full-time
- Microsoft Excel
- Finance
- Master's degree
- Commuter assistance
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FS Advisory Consultant
NTT Ltd —Noida, Uttar Pradesh
- Agile
- Financial services
- Communication skills
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Senior Analyst - Forensics - National - ASU - Forensics - Investigations & Compliance - Noida
EY —Noida, Uttar Pradesh
- Research
- Master's degree
- Bachelor's degree
Assistant Analyst - Commercial Management
WSP —Noida, Uttar Pradesh
- Hybrid work
- Microsoft Excel
- Finance
- Analysis skills
Risk Analytics - Product Analyst - Manager
EY —Noida, Uttar Pradesh
- Master's degree
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Assistant Consultant - Project Controls
WSP —Noida, Uttar Pradesh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Computer Science
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Derivative Trader
Rahane Fintech Pvt Ltd —Noida, Uttar Pradesh
- ₹30,000 - ₹50,000 a month
- Full-time
- Finance
- Bachelor's degree
- In-person
Quick apply
ServiceNow Consultant Lead Product Analyst
Sopra Steria —Noida, Uttar Pradesh
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- Master's degree
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Field Engineer – ACC/AJO
VML/WPP Enterprise Solutions —Noida, Uttar Pradesh
- Microsoft Powerpoint
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Financial Crime Review Analyst
Crowe Capability Center - India —Noida, Uttar Pradesh
- Full-time
- Bilingual
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IT Due Diligence Analyst
Crowe Capability Center - India —Noida, Uttar Pradesh
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Azure
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Analyst Financial Advisory Support

Ameriprise Financial -
Noida, Uttar Pradesh

Apply Now

Job details

Full-time
10 days ago

Benefits

Work from home

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Bachelor's degree
Diploma
Communication skills

Full job description

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. 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.

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
and regulatory requirements when dealing with others and/or performing work activities.

Key Responsibilities
Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up 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

Required Qualifications
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities,
State IAR, State Insurance)
o Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
o Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
o Good communication skills
o Basic understanding of MS power point, MS Excel and MS Word
o Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added
advantage
o Must have an eye to detail with high accuracy levels
o Ability to meet strict timelines per the agreed SLAs for advisor practices

Preferred Qualifications
Experience of interacting with advisors or U.S business partners will be preferred

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process

Full-Time/Part-Time

Full time

Timings

(8:00p-4:30a)

India Business Unit

Job Family Group

Business Support & Operations

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, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

Refine Your Search

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Analyst Financial Advisory Support

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