Shubham Das
Personal Trust Ops Professional at Ameriprise Financial Services, LLC
- Role
- Associate - Trust Operations at Ameriprise Financial Services, LLC
- Location
- Ghaziabad, IN
- LinkedIn followers
- 500 followers
About Shubham Das
Result driven professional with 3+ years’ experience in Trust operations, mortgage loan…
Experience
Associate - Trust Operations
Ameriprise Financial Services, LLC
Jul 2023 — Present
Oversee advisor portfolios and monitor financial plan deadlines.Handled all operational duties related to the management andreconciliation of trust investments, positions, and accounts.Monitored new trust fundings and made necessary adjustmentsto investment accounts within trusts.Track dividends, fees, disbursements, and taxes charged fromclient accounts in the CFO system. Additionally, provide detailson any variances between the CFO and ThomsonOne.Preparing account status reports and presenting them in teammeetings. Also, working closely with business partners inmanaging objectives and concernsAssisted in the monthly closing of a financial process andmaintained ledgers by keeping records up to date with currentfinancial transactions.Improved internal processes and procedures by developing newSOPs for different processes.
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