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About Ameriprise
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You give more, you want more
You've worked hard and now you're looking for a career that's as rewarding as it is
challenging. Ameriprise Financial is a great place to find just that. With our corporate
headquarters in Minneapolis and offices nationwide, we're America's largest financial
planning company¹ yet we're also a supportive nationwide family of financial
professionals. We're proud to be ranked as one of the "Best Places to Launch a Career"
by BusinessWeek magazine.²
You provide the initiative; we provide the support to help you succeed. Thrive in our
diverse and inclusive environment with award-winning training,³ career development and
360° support guided by accessible leaders. If you're talented, driven, and ready to join a
team of professionals who work every day to help their clients plan for and achieve their
dreams, you're ready for a career at Ameriprise Financial.
Ameriprise Financial is an equal opportunity employer.
¹ Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc.
² BusinessWeek magazine, September 4, 2008.
³ DALBAR Financial Intermediary Post-Sale Service Award 2007.
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Responsibilities
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This role ensures and maintains customer satisfaction according to defined standards by opening, preparing, and scanning incoming documents. The position includes working with various imaging equipment and requires achievement of specific performance benchmarks. Candidate must work within the SEC and state regulations. Responsibilities include:
Process incoming mail to ensure order aligns with workstream requirements. Appropriately assemble documents using separator sheets to ensure client documents remain intact. Ensure that mail prep follows defined business requirements, including following specialized client procedures.
Scan documents within appropriate business rules and establish jobs. Create, maintain, and update productivity log.
Process high volume of incoming mail submitted for imaging, which includes straightening folded or creased documents; repairing torn or damaged documents. Efficiently prepare paper mail for scanning via IBML. Preparation includes removing paperclips, staples, rubber bands and other types of fastenings from incoming documents.
Communicate problems effectively and notify supervisor of potential hazards promptly. Use equipment checklist to perform specialized maintenance of scanning equipment.
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Qualifications
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- High School Diploma or equivalent
- Excellent Typing and PC Skills
- Strong organizational skills with an attention to detail
- Good oral and written communication, analysis and problem solving abilities
- Ability to work independently
- Ability to multi-task and work well under pressure
- Ability to be flexible
- Must be comfortable working in a high production environment
- Requires sitting/standing for extended periods of time
- May lift up to 35lbs periodically
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