Financial Advisor Assistant

Employer
Ameriprise Financial
Location
Monroeville, PA
Posted
Apr 07, 2017
Jobs Outside Higher Education
Businesses & Consultants
Institution Type
Outside Academe


Job Description

Provide service utilizing Ameriprise Financial software including, but not limited to:

1.) Processing Documents for clients

2.) Preparing for Client Meetings

3.) Following up on work generated from Client Meetings

4.) Preparing Portfolio Assessments

5.) Making Phone Calls and Sending Emails to existing clients in scheduling review meetings

6.) Greeting clients upon arrival

Company Description
Leading , Fortune 500, National Financial Planning and Investment Company


Monroeville, PA

288b3b6d11

Thu, 6 Apr 2017 13:41:27 PDT

PI97461513