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 Hybrid

Provide administrative support to Boston investment teams at Columbia Threadneedle Investments. Coordinate schedules, travel, expenses, communications, and day-to-day business operations.

Description

  • Support investment teams with administrative coordination
  • Welcome guests and oversee front-desk activities
  • Organize meetings and conferences
  • Create and format presentations
  • Coordinate internal and external communications
  • Book and coordinate travel arrangements
  • Compile expense reports and process invoices
  • Support department programs, conference rooms, office services, and special events or conferences
  • Handle requests arising from day-to-day business needs
  • Complete small administrative projects, including filing, copying, and expense-related tasks
  • Collaborate regularly with colleagues working across global locations

Requirements

  • One to three years of administrative experience
  • High school diploma or equivalent qualification
  • Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and Teams
  • Ability to manage multiple priorities, adapt quickly, work independently, and improve processes
  • Sound judgment and the ability to anticipate business needs
  • Discretion when accessing and handling confidential information
  • Experience in a fast-paced setting with the composure to work under pressure
  • Strong interpersonal and relationship-building skills
  • Excellent written and verbal communication
  • Current and future U.S. work authorization without the need for employment visa sponsorship
  • Experience coordinating or booking complex travel is helpful
  • Associate or bachelor’s degree preferred, or equivalent relevant experience
  • Experience with administrative platforms such as Ariba Buyer, Axiom, or Concur preferred
  • Financial services experience or a basic understanding of financial markets is beneficial
  • Experience operating in an environment with operational and compliance requirements is a plus

Benefits

  • Paid vacation
  • Paid sick time
  • 401(k) plan
  • Health insurance
  • Dental insurance
  • Life insurance
  • Role-dependent bonuses, commissions, or long-term incentives may be available
  • Hybrid schedule with the option to work from home one day each week
  • Accessible and inclusive hiring process with reasonable accommodation support

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