Finance Intern

Position Description:

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

This position completes tasks which allow the advisor to focus more time and energy on client acquisition and deepening client relationships. The intern position supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. This position allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines.

This role provides business management support through a variety of different projects that may include enrolling clients in Total View, gathering client data or other client deliverables, implementing a “Four Disciplines of Execution” scoreboard & cadence of accountability, coordinating marketing events for the practice, and organizing client files. May respond to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as maintain the client management system. Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Position Functions:

90%

Administrative Assistance

• Copy and track all client and practice materials including business correspondence

• Copy and follow-up with home office on related issues

• Assist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s)

• Perform other allowable duties as assigned by the financial advisor(s)

• Maintain files and records in accordance with the records retention policy

• Order supplies and other office related items

• Act as a backup to other staff

10%

Client Care

• Set up and maintain client management system

• Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation

• Document client contacts/calls

• Track client special events and make appropriate contact per established client contact model

Key Traits of a Successful Intern:

• Direct attention to detail and organization

• Effective communication with clients and other advisors/staff

• Effective and efficient time management

• Polite and clear phone manner

• Ability to multi-task

• Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial

• Ability to support and provide guidance for compliance within the advisor’s practice

• Positive attitude and sincere willingness to constantly learn and grow

• Entrepreneurial mindset Education and Other Designations

Education and Other Designations

• High school degree or higher

• Enrolled college student (Preferably Sophomore or Junior status)