Cranston, Rhode Island10 days ago
Strong analytical, verbal communication, and writing skills· Strong attention to detail, positive attitude and desire to learn· An interest in financial planning, client service and investment management· Proficiency in MS Word, MS Excel, and the ability to learn financial planning software· Ability to work independently· Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority)· High School Diploma, or equivalent. · Review, prepare documents and update client information as needed for client review meetings· Manage and resolve client service problems· Perform other allowable duties as assigned by the financial advisor(s)· Set up and maintain client management system· Call clients or prospects to set up meetings or appointments· Assist with coordination of client appreciation events and seminars· Assist with client mailings.