Key Responsibilities
Develop and maintain documentation for processes and workflows.
Ensure accuracy and consistency of data through regular validations and audits.
Organize and facilitate meetings with internal teams and external partners.
Provide timely updates and maintain clear communication across stakeholders.
Support system updates and releases through testing and validation.
Monitor and review data to maintain compliance and operational standards.
Assist in managing strategy-related requests and work plans.
Track progress, gather necessary materials, and ensure timely execution of deliverables.
Respond to inquiries and escalations related to advisory products.
Address exceptions and ensure resolution in line with established guidelines.
Provide support for audit activities and compliance reporting as needed.
Required Qualifications
Bachelor’s degree or equivalent experience
3+ years of financial services experience
Strong organizational and task management skills
Proactive approach and clear communication
Attention to detail, accuracy, and a high level of personal accountability
Ability to thrive in a fast-paced environment with a variety of responsibilities
Preferred Qualifications
Previous experience working with financial advisors
SEI / Series 7
Working knowledge of systems and tools (such as BETA Host, Thomson One/Refinitiv)
Understanding of the advisory business with a willingness to learn and expand knowledge, along with familiarity and experience with Ameriprise products.
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also 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 strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full timeTimings
(8:00p-4:30a)India Business Unit
AWMPO AWMP&S President's OfficeJob Family Group
Business Support & Operations