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Registered Support Assistant - Honolulu, HI

Company Name:
Ameriprise
Posting Title
Registered Support Assistant - Honolulu, HI
Job ID
1292BR
Recruiting Location
Honolulu, HI
Full-Time / Part-Time
Full-Time
Job Family
Business Support & Operations
Job Function
Sales Support
Job Description
We are looking for a talented investment professional to provide sales support to advisors in our Honolulu, HI branch. Utilize the client relationship model and turnkey tools available to assist advisors in servicing clients by gathering and analyzing client data, helping prepare financial plans, working with clients, processing transactions and trades for clients, and other practice management tasks as needed.
Responsibilities
Responsibilities:
As directed, assists advisor in servicing clients including preparing financial plans, conducting investment research, and completing trades and transactions.
oResponsible for preparing and summarizing client meetings by scheduling and confirming meetings, entering data into Contact Manager, creating the agenda and summary of meetings, escorting clients to advisor, and providing necessary follow-up.
oPrepares and ensures new business paperwork processes successfully which may include preparing forms via Simplified Account Opening (SAO), obtaining appropriate signatures, preparing documentation to send to home office, tracking new insurance applications and coordinating rollovers.
oPrepares for and coordinate marketing
events
including creating marketing compliance documentation and managing event marketing reimbursement.
Required Qualifications
oCollege degree or equivalent.
oSeries 7.
oSeries 63 & 65 or 66, Life, Accident, and Health licenses (or commitment to obtain within 120 days).
oExperience working in a client service environment.
oDetail orientated, strong math, and analytical skills. Good organization and time management skills.
oAble to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision.
oStrong
computer
and software skills.
oAble to communicate with all levels within the organization. Process oriented and can work with a team.
Preferred Qualifications
oBachelors degree or equivalent.
License(s) Required
Series 7
Series 63 (State Securities)
Series 65 (IAR)
Series 66 (State Securities & IAR)
Life
Accident/Health
About Ameriprise
Focused on people, not just our bottom line.
Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll 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 company that cares, put a rewarding career more within reach at Ameriprise Financial.

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