Sr Planning & Admin Assoc IND Sr Planning & Admin Assoc IND …

Ameriprise Financial, Inc.
in Gurgaon, Haryāna, Indien
Festanstellung, Vollzeit
Seien Sie der erste Bewerber
Competitive
Ameriprise Financial, Inc.
in Gurgaon, Haryāna, Indien
Festanstellung, Vollzeit
Seien Sie der erste Bewerber
Competitive
Sr Planning & Admin Assoc IND
Job Description

The Field implementation team is a part of the Advice and Wealth Management Business Development that drives strategic growth for Advice and Wealth Management. The team is responsible for Field Implementation and Execution Strategy for new tools or capabilities.

Responsibilities

• Provide Administrative support: On behalf of/in support of on-shore Installation Managers
o Scheduling targeted practice 1:1s
o Send "decommission communications" and track responses
o Send follow-up communications to practice 1:1s and group sessions post session, including action items
o Track and report on practice 1:1 progress against action items from 1:1s and group sessions

• Interact with advisors/ staff which includes:
o Conduct accountability/check-in calls with targeted practices
o Deliver virtual group training/coaching sessions

• Provide coverage/ ad hoc support as needed in times of on-shore team transitions/turnover or in times of heavy demand

Required Qualifications

• Graduate from a tier 1 university with minimum 3-5 years of relevant experience
• Excellent knowledge of MS office - word, excel and power point
• Excellent relationship and communication skills
• Strong knowledge of email tools
• Fair understanding of investment instruments and financial products
• Excellent analytical and research skills
• Ability to exercise flexibility, initiative, good judgement and discretion
• Strong interpersonal skills with a client focus
• Strong organizational skills and attention to detail
Ameriprise Financial, Inc. logo
Ähnliche Jobangebote
Mehr Jobangebote ansehen
Close
Loading...
Loading...