Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
5,001 – 10,000 Employees
ConsultingFinanceInsurance
Ameriprise Financial Services, LLC is a financial services company focused on personalized financial planning, investment guidance, and insurance solutions. Its advisors work directly with clients to understand their goals and develop tailored strategies, supported by research from the company’s Investment Research Group and ongoing analysis of markets and the economy. Ameriprise also provides digital access to client accounts and financial documents, with an emphasis on online security and privacy.

Administrative Assistant, Investments — Boston

Provide administrative support to Boston investment teams at Columbia Threadneedle Investments, a global asset manager. Coordinate schedules, travel, presentations, expenses, and office operations.

Description

  • Support investment teams with day-to-day administrative tasks
  • Welcome guests and manage front desk duties
  • Schedule meetings and conferences
  • Create presentations and internal and external communications
  • Arrange business travel
  • Process expense reports and invoices
  • Coordinate department programs, conference rooms, office support, and events
  • Handle ad hoc requests
  • Manage small projects, including filing, copying, and expense tasks
  • Collaborate regularly with colleagues across global locations

Requirements

  • Bring 1–3 years of administrative experience
  • Have a high school diploma or equivalent
  • Use Microsoft Word, Excel, PowerPoint, Outlook, and Teams proficiently
  • Manage competing tasks, adapt quickly, prioritize independently, support multiple people, and improve work processes
  • Anticipate business needs and exercise independent judgment
  • Handle sensitive information with discretion
  • Complex travel booking experience is helpful
  • Work effectively in a fast-paced setting and stay calm under pressure
  • Demonstrate strong interpersonal skills
  • Communicate clearly and effectively in writing and speech
  • Have U.S. work authorization that does not require visa sponsorship now or in the future
  • An associate or bachelor's degree, or equivalent experience, is preferred
  • Experience with Ariba Buyer, Axiom, Concur, or similar administrative software is preferred
  • Financial services experience or a basic understanding of financial markets is beneficial
  • Experience in operations and compliance is a plus

Benefits

  • Vacation leave
  • Sick leave
  • 401(k) plan
  • Health insurance
  • Dental insurance
  • Life insurance
  • Role-dependent variable compensation, which may include bonuses, commissions, or long-term incentives
  • Flexible work arrangement with one work-from-home day per week

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