Registered Support Assistant - Woodlands, TX - Ameriprise Financial (De Pere, WI) in Green Bay, Wisconsin For Sale
We are looking for a talented investment professional to provide sales support to advisors in our Woodland Hills branch. Utilize the client relationship model and turnkey tools available to assist advisors in servicing clients by gathering and analyzing client data, helping prepare financial plans, working with clients, processing transactions and trades for clients, and other practice management tasks as needed. Responsibilities Responsibilities: As directed, assists advisor in servicing clients including preparing financial plans, conducting investment research, and completing trades and transactions. •Responsible for preparing and summarizing client meetings by scheduling and confirming meetings, entering data into Contact Manager, creating the agenda and summary of meetings, escorting clients to advisor, and providing necessary follow-up. •Prepares and ensures new business paperwork processes successfully which may include preparing forms via Simplified Account Opening (SAO), obtaining appropriate signatures, preparing documentation to send to home office, tracking new insurance applications and coordinating rollovers. •Prepares for and coordinate marketing events including creating marketing compliance documentation and managing event marketing reimbursement. Required Qualifications •College degree or equivalent. •Series 7. •Series 63 & 65 or 66, Life, Accident, and Health licenses (or commitment to obtain within 120 days). •Experience working in a client service environment. •Detail orientated, strong math, and analytical skills. Good organization and time management skills. •Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision. •Strong computer and software skills. •Able to communicate with all levels within the organization. Process oriented and can work with a team. Preferred Qualifications •Bachelors degree or equivalent. License(s) Required Series 7 Series 63 (State Securities) Series 65 (IAR) Series 66 (State Securities & IAR) Life Accident/Health About Ameriprise Focused on people, not just our bottom line. Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll 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 company that cares, put a rewarding career more within reach at Ameriprise Financial Removal Date 31-Jul-xxxx Apply to job Send to friend Save to cart View similar jobs
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