Licensed Sales Assistant
Ameriprise Financial - Cincinnati, OH

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We are seeking a qualified candidate for the Licensed Sales Assistant position within our mature, fast paced Private Wealth firm.The licensed sales assistant will be responsible for coordinating all new account documents, processes and communications between team members, vendors, corporate office and clients, ensuring all accounts are opened in an accurate, compliant, and timely fashion. Other job functions include but are not limited to: Account Maintenance Managing new account processes Preparing applications and forms, both hard copy and online Processing checks, wires, bank drafts, and all related follow-up tasks Processing estate settlement forms, ownership/title changes, beneficiary information, and related documents Coordinating and routing applications/forms to internal and external business partners Contacting clients to obtain the required information and data Documenting all acquired client data into various data systems Responding to client service inquiries Trading and money movement responsibilities
Requirements: Minimum 5 years experience processing new accounts, forms, money movement, and related documents in the financial services, brokerage, banking or insurance industries Strong technology skills including proficient knowledge of Microsoft Excel, data base management systems, and online forms processing and submission High ability to multi task Emotional competency and team orientation Strong communication skills both written and oral Superior interpersonal skills to interact professionally with clients, other staff, vendors The ability to work well in a matrix environment and cross-functionally The ability to stay on task, maintain a schedule, and meet deadlines Securities licenses required Ohio life and variable annuity preferred High attention to detail and organization skills Documented successful work experience Associates or bachelor degree preferred

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It's no surprise that Ameriprise Financial is a leading provider of financial advice. The company offers financial planning, products,...