We are seeking a professional who can support our \'Personal Trust Services\' team and will be primarily responsible for assisting the Trust Administration, Investment and New Business teams in reconciliation, regulatory reviews, sub-committee and other reporting activities, payment processing, account set-up, account termination, generating trust letters, updating client system of record, research/ follow-up and other duties assigned. This person should have excellent communication skills and a great sense of ownership and client focused attitude to ensure timely completion of work with excellent quality. Key Responsibilities Key responsibilities include:
Support Trust Administration, Investment and New Business teams in reconciliation, regulatory reviews, reporting, forms, letters, record-keeping, research/follow-up, etc.
Understand the business in detail and keep upgrading the skill sets as per business need
Gain in-depth working knowledge of business tools/systems
Coordinate with colleagues/ leaders/ business partners to ensure timely completion of work
Meeting productivity, quality and SLA targets on an ongoing basis
Ensure process adherence and other requirements on an ongoing basis
Value addition and identifying efficiency opportunities
Support other business areas depending on need/ available capacity, etc.
Required Qualifications
Bachelor\'s degree with strong academic background
1-2 years of related experience (US Banking/ Trust Operations)
Proficient in MS Office
Strong understanding of banking business structure, work flows, etc.
Excellent verbal & written communication skills
Preferred Qualifications
High level of attention to detail and ability to identify gaps/ efficiency opportunities
Ability to work independently & manage multiple tasks
Thinking ability to add more value to the existing processes
Attitude to go above and beyond to help the business partners and meet/exceed expectations
About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm\xe2\x80\x99s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You\xe2\x80\x99ll also 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 strong ethical company that cares, take the next step and create a career at Ameriprise India LLP. Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time Full time
Timings (4:45p-1:15a)
India Business Unit AWMPO AWMP&S President\'s Office
Job Family Group Business Support & Operations
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