Operations & Financial Planning Assistant Operations & Financial Planning Assistant …

Ameriprise Financial, Inc.
in Tampa, FL, United States
Permanent, Full time
Be the first to apply
Competitive
Ameriprise Financial, Inc.
in Tampa, FL, United States
Permanent, Full time
Be the first to apply
Competitive
Operations & Financial Planning Assistant
Job Description

LaRocco & Associates is searching for a part time Operations and Financial Planning assistant. We anticipate this position will increase in responsibilities and hours over time. We offer a positive and high energy atmosphere with a strong internal support system geared towards the growth of our employees and the practice.

Responsibilities

  • High level of experience with Microsoft Office (Word, Excel, PowerPoint, Outlook)
  • Contact management software experience
  • Data Entry
  • Highly organized with ability to track progress
  • Excellent communication (written and verbal)
  • High level of customer service
  • Ability to learn new processes and software quickly
  • Ability to maintain confidentiality


Required Qualifications

Operational Responsibilities Include:
  • New client onboarding
  • Client updates and maintenance
  • Account updates and maintenance
  • Authorized persons
  • Trusted contact updates
  • Statement requests
  • Collection of bank and credit card details
  • Meeting preparation
  • Applications and paperwork preparation (entry level)
  • Mailing and overnight paperwork to clients
  • Money movements and systematic arrangements (entry level)
  • Check Deposits
  • Mail and Check Log Handling
  • Monthly reporting (cash available and certificate maturities)
  • Financial planning fee invoices
  • Quarterly disclosure folder and PMM kit updates
  • Specialized operational projects
  • Client website support and troubleshooting

Financial Planning Responsibilities Include:
  • Follow up and collect financial planning data
  • Send monthly Fact Finders
  • Upload data once collected
  • Help clients enroll in Total View
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