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Ameriprise Financial Services, LLC

Department Coordinator, Investments

Reposted 4 Days Ago
Be an Early Applicant
In-Office
Boston, MA
75K-85K Annually
Mid level
In-Office
Boston, MA
75K-85K Annually
Mid level
This role involves coordinating administrative tasks for an investment team, managing calendars, planning travel, preparing meeting materials, and supporting project activities.
The summary above was generated by AI
We are hiring for a unique opportunity to work in the heart of an investment team, coordinating all aspects of day-to-day administration needs and be a key member on this fast-paced team. This environment is ideal for a quick learner with previous administrative experience interested in learning how the investment business works. This position will report to the Vice President - Planning & Administration for our Global Investments business.

Key Responsibilities
You will support our Global Investments Chief Operating Officer, our Global Head of Trading, and their respective teams along with another small team within the Investments business.

  • Provide day-to-day coordination and support of department and project activities to ensure key tasks and deadlines are met.
  • Independently manage leader(s) calendar and meeting prioritization include scheduling meetings/conferences.
  • Plan domestic/international travel, on/offsites and events, coordinate accommodations and resources, track/file expenses, and create and provide initial analysis of reports.
  • Preparation and coordination of meeting materials, track expenses, and create and provide initial analysis of reports. 
  • May read and respond to emails and requests on behalf of the leader; ensure leader is informed of pending requests or requests where follow up is required.
  • Responds to ad hoc requests and manages small projects.
  • Research, respond, and resolve questions regarding department processes, functions, and requests. Partner with other functional areas to quickly resolve issues and accomplish responsibilities.
  • Interact with internal business partners to track, maintain, and communicate department information. 

 
Required Qualifications

  • At least 3-5 years of administrative and/or project management experience.
  • Strong knowledge and application with Microsoft suite programs (MS Word, Excel, PowerPoint, Outlook, Teams)
  • Solid experience working with multiple time zones.
  • Demonstrated experience coordinating complicated travel, including international.
  • Excellent organization skills, attention to detail and success in working across multiple teams, offices, and time zones.
  • Ability to anticipate business needs, utilize independent judgment and have a demonstrated aptitude of discretion while accessing and handling sensitive information.
  • Strong interpersonal skills are necessary to interact with multiple teams and individuals at various professional levels and locations.
  • Experience being efficient and skillful while working in a fast-paced environment.
  • Exceptional and written/verbal communication skills are essential.

 
Preferred Qualifications

  • Bachelor’s degree preferred or equivalent years of experience.
  • Project coordination experience.
  • Experience with administrative programs: Ariba Buyer, Concur, etc.
  • Financial services industry experience is favorable and/or basic level of understanding of the financial markets would be beneficial.

This role will be based onsite at our Boston office for 4 days per week with the option to work from home 1 day per week.

About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Base Pay Salary

The estimated base salary for this role is $75,000 - $85,000 per year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business  

AMINV US Asset Management

Top Skills

Ariba Buyer
Concur
Excel
Microsoft Outlook
Microsoft Powerpoint
Microsoft Teams
Microsoft Word

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