Company Description
Alcumus Financial Group is loocated in Annapolis Maryland. We have client across the county. We offer a Hybrid work environment. Investment and advisory services are offered through Ameriprise Financial Services, LLC, a registered investment adviser.
• Serve as secondary client contact for ongoing administrative needs
• Manage follow‑up tasks and data gathering
• Update CRM and planning tools
• Assist with onboarding new clients
• Maintain client experience standards
• Ensure files meet compliance standards
• Document planning notes and recommendations
• Track signatures and regulatory requirements
• Maintain accurate CRM documentation
• Submit account paperwork and transfers
• Track ACATs, contributions, and distributions
• Coordinate with operations team
• Maintain organized digital files
• Help manage advisor workflows and meeting schedules
• Assist with annual planning cycles and service meeting agendas
Qualifications
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