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RBFCU Wealth Management

Senior Administrative Assistant - Investment Teams

Reposted 4 Days Ago
Be an Early Applicant
In-Office
Boston, MA, USA
58K-63K Annually
Mid level
In-Office
Boston, MA, USA
58K-63K Annually
Mid level
Coordinate day-to-day administrative needs for an investment team, including calendar management, travel coordination, expense reporting, and supporting team initiatives while ensuring efficient operations.
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About Our Company

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.

Job Description

We are hiring for a unique opportunity to work in the heart of an investment team, coordinating all aspects of their day-to-day administration needs. You will help ensure smooth, efficient operations while gaining exposure to the investment business in a fast paced, highly collaborative environment. This position is ideal for someone who is organized, proactive, and eager to learn and grow in an administrative career, as well how the investment business functions - training and support will be provided.

Key Responsibilities

  • Provide day-to-day coordination and support of department and project activities to ensure key tasks and deadlines are met.

  • Manage individual leader(s)/team calendars and meeting logistics, including scheduling across multiple time zones.

  • Coordinate domestic and international travel, ensuring compliance with policies and alignment with meeting schedules and priorities.

  • Create, submit, and track expense reports, ensuring travel purposes are properly documented and expenses comply with company policy.

  • Support ad hoc requests, team initiatives, and small projects.

  • Research, respond, and resolve questions regarding department processes and policies.

  • Collaborate with other functional areas to quickly resolve issues and accomplish responsibilities.

Required Qualifications

  • Associate degree; or 3-5 years of work experience.

  • Strong knowledge and application of Microsoft suite of programs (Word, Excel, PowerPoint, Outlook, Teams).

  • Experience coordinating complicated travel, both domestic and international.

  • Excellent organization skills, attention to detail and success in working across multiple teams, offices, and time zones.

  • Ability to anticipate business needs, prioritize independently, multi‑task, and adapt quickly to shifting priorities while supporting multiple people.

  • Strong interpersonal skills are necessary to interact with multiple teams and individuals at various professional levels and locations.

  • Strong verbal and written communication skills are essential.

 
Preferred Qualifications

  • Bachelor’s degree preferred or equivalent years of 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.

Base Pay Salary

The estimated base salary for this role is $58,000 - $62,500 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.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business  

AMINV US Asset Management

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Top Skills

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

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