H&R Block Tax & Financial Advisors/Amriprise Work Values

Daily Duties at H&R Block Tax & Financial Advisors/Amriprise:

Support Financial Advisors. Set-up and administration of client investment accounts. Complete special administrative projects. Answer phone calls and provide information to clients. Sort and distributes incoming mail. Prepare client receipts. Process rollover accounts according to FINRA requirements. Copies confidential correspondence and other printed material. Order and maintain supplies and arrange for equipment maintenance. Scheduling and coordinate meetings. Maintain high level of customer service by providing information via phone and e-mail. Communicate effectively with home office staff, associates and vendors. Communicate effectively when writing business letters, faxes, memos and e-mail correspondence. Multi-task, attention to detail and compliance rules and regulations. Work closely with Broker-Dealers to ensure proper set-up of client accounts. Systems experience: ILX, BETA, OUTLOOK, EXCEL, WORD, ePro, Internet Explorer. Office Support CoordinatorResponsible for identifying and addressing the office staff needs, greeting clients, identifying and addressing client needs, maintaining a business-like atmosphere and attitude, using a telephone to interact with clients and district office. Use computers to schedule and confirm appointments, check in clients and monitor client flow in a tax office. Routinely balance cash register and receive cash, check and credit card payments for the provided tax services.

What they like about H&R Block Tax & Financial Advisors/Amriprise:

Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.

Tags

Property and Casualty Insurance, Instructional Design, Project Management, System Implementation, System Testing, Insurance Compliance

Skills

Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Sales Support, Software Implementation, Leadership , RHUMBA, PMSC, DOCUMENT DIRECT, INFOPAC, ILX, ARS, AIMS, XYBERNET

These are some of the questions we asked our climbers about their experiences with H&R Block Tax & Financial Advisors/Amriprise: