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Financial Planning Assistant

Company: Ameriprise Financial, Inc.
Location: Pensacola
Posted on: November 19, 2022

Job Description:

Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position completes tasks previously performed by the advisor, allowing the advisor to focus more time and energy on client acquisition and deepening client relationships. The planning assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. This position allows the advisor the assurance he needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines. This role provides client relationship and general practice management support by preparing presentations, preparing client communications, and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business as-usual projects such as organizing the logistics of a client seminar. Responsibilities

  • Answer questions and provide readily available information to clients, as it relates to servicing their accounts.
  • Help to maintain client management system and data entry.
  • Prepare for client appointments: Preparation of client agendas, research information needed for upcoming appointments, and any other client and prospect tasks as assigned.
  • Attend and participate in client meetings if necessary.
  • Conduct transaction requests as directed by financial advisors.
  • Manage and resolve client service problems.
  • Work with home office to ensure accurate account setup, transaction execution and resolve issues. Required Qualifications Qualities of a Successful Financial Planning Assistant:
    • Direct attention to detail and organization.
    • Effective communication with clients and other advisors/staff.
    • Effective and efficient time management.
    • Polite and clear phone manner.
    • Ability to multi-task.
    • Ability to support and provide guidance for compliance within the advisor's practice.
    • Positive attitude and sincere willingness to constantly learn and grow. Education and Other Designations:
      • High School Diploma (Required), College Education (Preferred)
      • 2+ years of similar experience. Benefits:
        • Competitive salary from $35,000.00 per year
        • Paid vacation time and company observed holidays
        • Excellent training opportunities to increase your knowledge within the industry through
        • our licensing reimbursement program.
        • Professional Career Development Plan - We work with you to identify your desired
        • career path and provide growth opportunities within our practice.
        • Being a part of a team that truly cares for their clients and one another!
        • Team culture and our environment is VERY important to us - honesty, integrity,
        • excellence, supportive, communicative, collaborative, encouraging, engaging and fun! About Our Company At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Keywords: Ameriprise Financial, Inc., Pensacola , Financial Planning Assistant, Accounting, Auditing , Pensacola, Florida

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