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Financial Planning Assistant

Company: Ameriprise Financial
Location: Baton Rouge
Posted on: December 4, 2019

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 which allow 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/she 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 through gathering client data, helping prepare other client deliverables and touch points such as greeting cards, organizing client files, setting up new business and performing other business management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing the logistics of a client seminar. Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position Functions: 80% Administrative / Business Management Prepare correspondence for advisor signature Copy and follow-up with home office on related issues Coordinate marketing events for the practice Schedule client appointments and prepare agendas and forms for appointments Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts Assist the paraplanner(s), associate financial advisor(s) and advisor(s) Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients Develop portfolio/robust product solution recommendations that will fit the client's risk tolerance and time frame as well as develop appropriate product deliverables using appropriate tools 20% Client Care Greet clients upon arrival Set up and maintain client management system Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation tasks Document client contact/calls Projects as assigned Key Traits of a Successful 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 adhere to rules and regulations as stated and required by advisor, Ameriprise Financial 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 degree or higher College undergraduate degree (or in progress), preferred The Advocate . Keywords: Financial Services Associate, Location: Baton Rouge, LA - 70809

Keywords: Ameriprise Financial, Baton Rouge , Financial Planning Assistant, Accounting, Auditing , Baton Rouge, Louisiana

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