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Senior Administrative Assistant

Threadneedle group

Boston (MA)

On-site

USD 50,000 - 70,000

Full time

13 days ago

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Job summary

A leading financial services company is seeking an Administrative Support professional to join their Intermediary Distribution team in Boston. This full-time position involves managing calendars, preparing reports, and coordinating events while providing project support in a dynamic environment. Candidates should have 3-5 years of relevant experience and proficiency in various office applications.

Qualifications

  • 3-5 years of relevant experience required.
  • Proficiency in MSOffice and administrative programs.
  • Ability to handle sensitive information with discretion.

Responsibilities

  • Independently manage leader's calendar and meetings.
  • Prepare expense reports, invoices, and presentations.
  • Coordinate department programs, events, and training.

Skills

Multi-tasking
Discretion
Prioritization
Independent judgment

Tools

MSWord
Excel
PowerPoint
Outlook
Concur

Job description

In this busy role you will schedule meetings/conferences, prepare presentations, internal and external communications, travel arrangements, expense reports and invoices, and coordinate department programs, special events or conferences.

You will be required to respond to ad hoc requests and provide project support, logistics for meetings, town halls, and offsites.

This role sits within our Intermediary Distribution team.

Key Responsibilities

  • Independently manage leader(s) calendar and meeting prioritization. Schedule meetings and/or conferences by interacting with internal/external clients/partners to coordinate calendars, accommodations, meeting materials and supplies. 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.
  • Prepare expense reports, invoices, presentations, internal/external communication, travel arrangements, and other misc. reports.
  • Manage the onboarding and offboarding processes for new employees, internal moves and leavers in a fast paced environment, coordinating with internal colleagues adhering to tight turnaround times.
  • Coordinate/administer department programs (recognition, timekeeping, budgets, supply management, etc.), offsites, and special events or conferences. May provide leadership to direct reports including coaching, mentoring and annual performance reviews.
  • Respond to ad hoc requests (filing, copying, etc.) and provide project/program support representing the team (researching issues or questions about policies or practices, coordinate a conference, etc.).
  • Provide new hire training and/or mentoring to administrative staff within department or business unit. May back-up other administrative assistants.

Required Qualifications

  • 3-5 years of relevant experience required.
  • Proficiency w/ computer programs (MSWord, Excel, PowerPoint, Access) and administrative programs (Outlook, Ariba Buyer, XMS, Concur, etc.).
  • Ability to multi-task, quickly change direction and independently prioritize work in order to support multiple people.
  • Ability to anticipate needs and use independent judgement given limited availability of leader.
  • Ability to exercise discretion due to accessing and handling sensitive information.

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 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.

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
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