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Financial Planning Assistant

2 months ago

Cranston, Rhode Island, United States Ameriprise Financial Full time
{"Job Title": "Client Services Specialist", "Job Description": "Job Overview

This is a key position in a small, fast-paced, and friendly financial planning office. As a Client Services Specialist, you will work independently and on a team to perform administrative support and case management for financial advisors.

Responsibilities
  • Review, prepare documents and update client information as needed for client review meetings
  • Manage and resolve client service problems
  • Perform other allowable duties as assigned by the financial advisor(s)
  • Set up and maintain client management system
  • Call clients or prospects to set up meetings or appointments
  • Assist with coordination of client appreciation events and seminars
  • Assist with client mailings
Requirements
  • Strong analytical, verbal communication, and writing skills
  • Strong attention to detail, positive attitude and desire to learn
  • An interest in financial planning, client service and investment management
  • Proficiency in MS Word, MS Excel, and the ability to learn financial planning software
  • Ability to work independently
  • Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority)
What We Offer
  • Competitive salary: $55,000 - $60,000 per year
  • 401(k) with company match
  • Health, Dental and Vision insurance
  • Life Insurance
  • Long Term Disability Insurance
  • Employee assistance program
  • Flexible schedule
  • Paid time off
How to Apply

Please include a cover letter as part of your application packet. In your cover letter, please address the following topics: Describe your current work situation and why you are applying for this role. What interested you in this role? What specific skills do you possess that will help you succeed? Describe your experience that relates to this position. Confirm you saw the pay rate for this position and that it meets your expectations. Why should we hire you.

", "Language": "en"}