Financial Planning & Finance Operations Specialist
Company: Ameriprise Financial, Inc.
Location: Kalamazoo
Posted on: May 14, 2022
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Job Description:
Step into an instrumental role and help conduct the smooth
operation of a fast-paced-and friendly- wealth management and
financial planning firm. The Financial Planning & Operations
Specialist will elevate the client experience by providing
exceptional service while serving as administrative and operational
support to the financial advisors at Miedema & Associates. The
ideal candidate will be able to both operate independently and
effectively collaborate within the team. This position will require
a consistent adherence to the highest standards of business and
professional ethics and comply with all legal and regulatory
requirements. Responsibilities Provide key technical support for
the lead and servicing advisors, which includes but is not limited
to client meeting prep, performance report creation, client tax and
estate document inventory, and practice efficiency projects. Assist
financial advisors in servicing clients through operational and
analytical support. Assistance provided includes trade and
transaction completion, conducting investment and research
analysis, estate settlement administration, and financial planning
analytics. Ensure new business paperwork is successfully prepared
and submitted, which amongst many items includes preparing forms,
obtaining appropriate signatures, preparing compliance
documentation, tracking new business until completion, and
coordinating rollover and transfers. Prioritize and perform work in
accordance with established procedures. Protect client data and
confidentiality. Place trades as directed by advisors and process
transactions in accordance with firm policy. Required
Qualifications Key Traits for Success Strong organizational skills
with ability to complete detailed tasks with 100% accuracy. Highly
systems-oriented, process focused and extremely organized.
Analytical and strategic thinker with problem solving skills.
Self-motivated and proactive with the ability to work both
supervised and unsupervised. Efficient self-management and a
demonstrated ability to multi-task. Possess keen logic, is a fast
learner, and can adapt to change as needed. High competency on
computer-based programs and applications such as Excel, NaviPlan,
Thomson ONE, and Morningstar. Excellent interpersonal skills to
interact effectively with the team, clients, advisors, Ameriprise
Corporate Office, and third-party vendors. Proven written and oral
communications skills and client service orientation. Positive
attitude and desire to constantly learn and grow. Schedule Monday
through Friday, 8 a.m. to 5 p.m. Work Remotely No Our Culture could
be described as: Detail-oriented, quality and precision-focused
Outcome-oriented with a strong performance culture Required
Applicant Education and License Requirements Requires a bachelor's
degree in Related Area of Study (Finance, Economics, Business,
Accounting) or 3 years of industry related experience. Preference
given to applicants with experience working in financial services
with Series 7 & 63/66 and Life & Health Insurance licensing. New
hires will be expected to pass any additional required licensing
exams within the first 120 days of employment. About Our Company
With the right company, life can Be Brilliant-- -. 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 and we can Be Brilliant-- - together. 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., Kalamazoo , Financial Planning & Finance Operations Specialist, Accounting, Auditing , Kalamazoo, Michigan
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