Job Description

Planning Assistant Mission: Improving lives through collaboration to forge your future with purpose. This is a growing team with a strong sense of practice culture and community service. Join us to help conduct the smooth operation of a fast-paced\xe2\x80\x94and friendly\xe2\x80\x94financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Responsibilities include but not limited to: \xc2\xb7 Sending client preparation packets 4-6 weeks in advance of all planning meetings. \xc2\xb7 Collecting, scanning and entering data into Naviplan for all plans. Review client changes and data entries for accuracy. \xc2\xb7 Reach out to client by email, phone & text to clarify and collect data. \xc2\xb7 Update the team weekly with any developments/trends/opportunities relevant to data collection. \xc2\xb7 Reviewing cash flow and net work projections for all plans to ensure accuracy and bringing up questions/issues to senior analyst or primary advisor. \xc2\xb7 Checking in weekly with their senior analyst/supervisor to review all advisors\xe2\x80\x99 upcoming meetings and statuses so the analyst can step in. \xc2\xb7 Meeting with each advisor weekly to review his/her specific upcoming meetings and status of each to be as proactive as possible. Key Traits of a Successful Planning Assistant \xc2\xb7 Direct attention to detail and organization \xc2\xb7 Effective communication with clients and other advisors/staff \xc2\xb7 Effective and efficient time management \xc2\xb7 Ability to multi-task \xc2\xb7 Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial \xc2\xb7 Positive attitude and sincere willingness to constantly learn and grow Qualifications \xc2\xb7 High school education or higher \xc2\xb7 Financial industry knowledge and/or experience a must Salary Range \xc2\xb7 $44,000.00-$48,000.00 annually Additional information \xc2\xb7 Wellness bonus, 401k, 401k matching, Paid time off, Bonus pay offered \xc2\xb7 Remote/In office- hybrid Job Type: Full-time Pay: $44,000.00 - $48,000.00 per year Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Wilmington, DE 19808: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

• Driver\'s License (Preferred)

Work Location: Hybrid remote in Wilmington, DE 19808