Ameriprise Financial

• Execute trades and support portfolio implementation • Facilitate money movement and cash management activities • Assist with cash investment strategies • Participate in client meetings, review detailed notes for approval, and assist in follow-up preparation • Collect client data and support documentation for planning and servicing needs • Prepare financial planning documents, client review materials, and investment-related paperwork • Utilize MoneyGuide extensively to support advisors in building, updating, and maintaining comprehensive financial plans and scenario analyses • Provide ongoing client service and support • Collaborate with the advisory team to ensure a seamless client experience • Recognize when team members are at capacity and proactively step in to support team workload

• Oversee the day-to-day operational functions of the practice, ensuring smooth processes and timely execution. • Lead adoption and management of practice management systems (e.g., MoneyGuide, CRM platforms, portfolio/trade tracking tools). • Ensure accurate processing of client-facing workflows, including account maintenance, money movement, and meeting preparation. • Monitor and improve operational processes that directly support advisor-client interactions. • Serve as a central resource for communication and accountability, ensuring tasks are completed and initiatives stay on track. • Assist with training and process rollouts, helping team members adapt to evolving systems and expectations. • Identify opportunities to improve the client and team experience through streamlined operations, automation, and best practices. • Maintain confidentiality, professionalism, and alignment with Ameriprise compliance and operational standards.

• Assist advisors in collecting client data with the potential to contact clients directly • Gather and organize data • Identify missing data • Enter data into financial planning software • Check data entry via self-audit • Perform preliminary case analysis • Create financial planning deliverable per advisor specifications • Work with advisor to identify strategies • Prepare preliminary client recommendations for advisor • Edit final document to make it a client-friendly, professional deliverable • Self-directed work flow • Perform other financial analysis as requested by advisors