Business Processing Coordinator & Trader Business Processing Coordinator & Trader …

Ameriprise Financial, Inc.
in Litchfield, MN, United States
Permanent, Full time
Be the first to apply
Ameriprise Financial, Inc.
in Litchfield, MN, United States
Permanent, Full time
Be the first to apply
Business Processing Coordinator & Trader
Job Description

Full time, salaried position with bonus potential. This role is an integral part of our team, responsible for working in a dual role for the firm including business processing, as well acting as trader at BlueStem Wealth Partners (BWP), A private wealth advisory practice of Ameriprise Financial Services, LLC.


Business Processing:
  • Work within a centralized services team to prepare account opening documents, for clients
  • Ensure correct paperwork and other necessary forms are provided to advisor and paraplanners
  • Managing workflow in a timely and efficient manner
  • Work closely with paraplanners and planning assistants to resolve any issues with paperwork processing
  • Consistent communication with the team to provide status updates of outstanding tasks
  • Work with our internal team to optimize, automate, improve processes and procedures

  • Work with our financial advisors and registered support staff to place trades on behalf of our clients
  • Basic knowledge of securities back office operations & trading securities
  • Input securities orders into Ameriprise trading system

Required Qualifications

Required Knowledge, Skills, Abilities:
  • Work within the guiding principles and core values at BlueStem Wealth Partners, including transparency, integrity, commitment, competence, love & loyalty
  • Effective and consistent communication with clients, advisors, BWP staff and leadership team
  • Demonstrated strong level of interpersonal as well as verbal and written communication skills
  • Positive attitude and sincere willingness to constantly learn and grow
  • Ability to adhere to rules and regulations as stated and required
  • Results oriented individual who thrives on achieving set goals
  • Effective and efficient time management, ability to multi-task in a fast-paced environment both within a team and individually
  • Strong organizational skills with attention to detail
  • Proficiency with MS Office Suite and familiarity with Ameriprise online platforms including Secure Site, Total View, MoneyGuidePro & Vestmark, is a plus
  • Compensation commensurate with experience

Education and Other Designations:
  • Preferred or willingness to obtain within 6 months of employment: SIE exam, FINRA Series 7 and 66 licenses in addition to Minnesota State Health, Life and Variable Annuity licenses
  • 3+ years of financial services industry experience, preferably in operations or back office role
  • Experience in trading is a plus
  • Associates degree or higher

About Our Company

With the right company, life can Be Brilliant®. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial and we can Be Brilliant® together.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
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