Provide support by performing analysis and reporting, to provide recommendations for the business. Identify process improvements and adjustments to existing reporting models. Provide expertise for small to medium projects, which may involve developing solutions for problems within the business. Resolve problems or issues through methods of trouble shooting and separate analysis. Using sound information and theory, provide management with recommended actions to resolve issues or create value for the business.
Key Responsibilities
Maintaining and analyzing property records in the Unclaimed property system prior to the preparation of due diligence letters, state regulatory reports, or management requests.
Preparing monthly reconciliations of the general ledger accounts to the Unclaimed Property system.
Assisting in the preparation of state unclaimed property reports; ensure data reported is accurate and timely.
Perform a combination of complex and less complex reporting and analysis which could involve creating reports from initiation to the completion or supporting small to medium projects within the business unit.
Working directly with business partners in a professional, effective manner to provide needed assistance or training, resolve discrepancies, and build relationships.
Develop solutions for routine and more complex problems for the business unit. Identify and recommend changes to the policies, procedures and business model with guidance from leader.
Makes recommendations that best meet the company's objectives.
Required Qualifications
Associate degree or equivalent
3+ years of experience in Service or Operations
Excellent documentation, attention to detail and prioritization skills required
Excellent written and verbal communication skills
Proficient in MS Excel and MS Word; familiarity with Access/database applications
Strong analytical, quantitative & problem solving skills and ability to use statistical analysis
Strong knowledge of business operations and processes in more than two areas
Ability to communicate effectively on recommendations and analysis results, and establish and maintain strong relationships across the organization
Ability to initiate and implement process improvements
Preferred Qualifications
Strong focus on qualitative and quantitative data analysis including statistical techniques, general data analysis, and trend analysis among others.
Ability to quickly grasp and articulate the essence of complex issues/data; adept at operating with both high-level concepts and detailed analysis.
Excellent storytelling, facilitation, communication, and presentation skills.
Ability to influence senior and executive level leadership.
Demonstrated ability to effectively lead change management activities in customer and employee behavior.
Proven ability to effectively collaborate with others, initiate action, and adapt to change.
About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
