Ameriprise Financial Operations Professional in Minneapolis, Minnesota
Job Description Process, reconcile and/or balance for the assigned product according to department policy and procedures. Ensure comprehensive and seamless operations for all transaction requests. Work with both internal and external business partners to research and resolve issues in an accurate and timely manner. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures. Responsibilities * Process, reconcile and/or correct tax lot and cost basis entries for all brokerage products, including mutual funds, securities, and bonds through various internal processing systems. Work with both internal and external business partners to research and resolve issues in an accurate and timely manner. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures. * Work with both internal and external business partners to research and resolve issues, troubleshoot and provide seamless professional service. Provide support to other team members as necessary. * Run various reports on access databases to provide operational processing information and take action as appropriate. Participate in various ad hoc responsibilities and project requests, as assigned. Required Qualifications - High school degree or equivalent. - Strong attention to detail including demonstrated ability to meet accuracy standards in a high-volume processing situation. - Ability to research and resolve problems. - Demonstrated ability to manage multiple priorities in a fast-paced, results-driven transaction-based environment. - Previous operations, processing or customer service experience. - Strong written and verbal communication skills. Preferred Qualifications - Financial services experience. About Our Company With the right company, life can be brilliant. At Ameriprise, we're not just in the business of managing our clients' finances - we also help our advisors and employees reach their true potential, too. 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'll 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 to create a brilliant career at Ameriprise Financial. We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available here. VEVRAA Federal Contractor We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.