Administrative Assistant - Investments

00036 Columbia Mgmt Invst Adv LLC

Boston (MA)

On-site

USD 55,000 - 65,000

Full time

14 days+

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Job summary

Columbia Threadneedle Investments in Boston is seeking an Office Support associate to coordinate day-to-day administrative tasks for the investment teams. You will greet guests, schedule meetings, prepare presentations, arrange travel, manage expenses and invoices, and assist with conference room coordination.

This role offers exposure to the investment business within a collaborative, client-focused environment.

Qualifications

  • 1-3 years of administrative experience.
  • Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and Teams.
  • Ability to multi-task and independently prioritize work to support multiple people.
  • Ability to anticipate business needs and handle sensitive information with discretion.
  • Experience arranging/booking complex travel is helpful.

Responsibilities

  • Provides administrative support to investment teams.
  • Greets guests/front desk responsibilities.
  • Schedule meetings/conferences, prepare presentations, handle communications, arrange travel, manage expenses and invoices, coordinate conference rooms and events.
  • Responds to ad hoc requests and supports small projects.

Skills

Administrative experience
Multi-tasking
Prioritization
Discretion
Strong communication

Education

High school diploma
Associate or Bachelor's degree preferred

Tools

Microsoft Word
Excel
PowerPoint
Outlook
Teams

Job description

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 this unique opportunity based in our Boston office to work in the heart of an investment team. You will coordinate all aspects of day-to-day business support needs and be a key member on this fast-paced team. This environment is ideal for a quick learner interested in learning how the investment business works.


Key Responsibilities


  • Provides administrative support to investment teams.

  • Greets guests/front desk responsibilities.

  • Typical duties include scheduling meetings/conferences, preparing presentations, internal and external communications, travel arrangements, expense reports and invoice management, coordinating department programs and conference rooms, office support and special events or conferences.

  • Responds to ad hoc requests and manages small projects such as filing, copying, expenses, etc.

  • Regular Engagement with team members in locations across the globe.


Required Qualifications


  • Must have 1-3 years of administrative experience, with a high school diploma (or equivalent).

  • Proficiency w/ Microsoft suite programs (MSWord, Excel, PowerPoint, Outlook, Teams)

  • Capacity to multi-task, quickly change direction, independently prioritize work in order to support multiple people and develop efficiencies

  • Ability to anticipate business needs, utilize independent judgment and have a demonstrated aptitude of discretion while accessing and handling sensitive information.

  • Experience with arranging/booking complex travel will be helpful.

  • Experience working in a fast-paced environment and ability to remain calm under pressure.

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

  • Excellent written and verbal communication skills are essential.


Preferred Qualifications


  • Bachelor’s degree or Associates degree preferred or equivalent years of experience.

  • Experience with administrative programs: Ariba Buyer, Axiom, Concur, etc.

  • Financial services industry experience is favorable and/or basic level of understanding of the financial markets would be beneficial.

  • Experience working within an operational and compliance environment a plus.


Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).


In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.


Base Pay Salary

The estimated base salary for this role is $54,600 – $65,000 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.


Full-Time/Part-Time

Full time Exempt/Non-Exempt Non-Exempt


Job Family Group Business Support & Operations

Line of Business AMINV US Asset Management


Our People and Culture

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.


Equal Opportunity Employer

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.


Our Businesses

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth. Explore opportunities within each business and region below.


Ameriprise US | Careers


Ameriprise India | Careers


Columbia Threadneedle Investments US | Careers


Columbia Threadneedle Investments EMEA APAC | Careers


RiverSource | Careers

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