Job Summary:
To assist Financial Advisors and Paraplanners in managing and organizing office work flow at an expert level. The main focus of this position is to help the advisor with all client financial planning needs including, meeting prep for plan meetings, running report, creating/tracking deliverables and client communication regarding the planning process.

Responsibilities

Financial Planning Support:

· Enter and update client data into Naviplan or Money Guide Pro

· Review and interpret financial statements sent in by clients

· Create a dialogue with clients during financial planning process and assist them with:

Questions on outside accounts and account held with Ameriprise

• Track client business opportunities
• Prepare summary follow up emails for client post meeting
• Assist in meeting prep, including prepping necessary reports and updating meeting agendas
• Assist with Deliverables
• Help with completion
• Upload to the home office for review
• Publish final plan to client website
• Publish foundational and comprehensive advice plans to help reach Client Experience Award targets

Administrative Assistance:

• Maintain client flies and upload necessary planning documents
• Complete miscellaneous projects in a timely manner as assigned by Advisor
• Secondary in answering phones in a professional manner, providing answers when possible and transferring calls or taking messages when needed
• Secondary mail handler, log and deposit incoming checks using Ameriprise tools

Key Skills/Abilities/Knowledge/Competencies:

For success in this role, an individual must be able to perform each primary responsibility at a basic level. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

o Two years’ related experience and/or training; or equivalent combination of education and experience.

o Continuing education – Lifelong learning is expected.

Language Skills:

o Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations

o Able to write reports, business correspondence, and procedure manuals

o Able to effectively present information and respond to questions from managers, clients, customers, and the general public.

o Excellent written and verbal communication skills are essential and mandatory

Computer Skills:

o Able to use MS Excel, MS Word, Outlook, Adobe, accounting software, contact management systems, database software and other software tools as necessary

Technical duties, tasks, and skills:

o Able to process Money Movement requests

o Able to prepare and understand a financial plan

o Able to navigate the Ameriprise Financial website and guide clients through the website

Other Skills and Abilities:

· It is essential that the Financial Planning Analyst role has a high degree of integrity, honesty, commitment and trust. The financial health, image and goodwill of the company are highly influenced by the person holding this position.

· The successful Financial Planning Analyst will have excellent inter and intra personal relationship skills, effective communication skills and the willingness to show empathy and understanding for various points of view.

· Able to communicate with clients in a professional, clear and concise manner is essential.

· The Financial Planning Analyst must exercise discretion in dealing with the personal information of clients.

This position offers a competitive salary, benefits package, and opportunities for professional growth. If you possess the required qualifications and skills, we encourage you to apply for this exciting opportunity as a Financial Planning Analyst.

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Experience level:

• No experience needed

Schedule:

• 8 hour shift

Education:

• Bachelor's (Preferred)

Experience:

• Accounting: 1 year (Preferred)
• Financial planning: 1 year (Preferred)

Ability to Commute:

• Miami, FL 33156 (Required)

Ability to Relocate:

• Miami, FL 33156: Relocate before starting work (Required)

Work Location: In person