Senior Administrative Assistant – Intermediary Distribution

Threadneedle group; Boston (MA); On-site; USD 65,000 - 85,000; Full time

Job summary

A leading financial services group is seeking a highly organized Senior Administrative Assistant in Boston. The candidate will provide high-level support, manage executive calendars, and enhance team operations. Ideal applicants should possess strong communication skills and a minimum of 5 years in an administrative role, particularly within financial services.

Qualifications

• 5+ years of administrative experience.
• Proficient in Microsoft Office Suite.
• Familiarity with CRM systems like Salesforce.

Responsibilities

• Provide high-level administrative support to executives.
• Manage calendars and schedule meetings with clients.
• Prepare various administrative documents and reports.

Skills

Communication

Organizational skills

Multitasking

Tools

Microsoft Office Suite

CRM systems (e.g., Salesforce)

Ariba

Concur

Job description

We are seeking a highly organized and proactive Senior Administrative Assistant to work in the heart of our intermediary team to ensure the smooth operation of daily administrative functions. This role requires exceptional communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

• Provide high-level administrative support to executives.
• 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.
• Prepare expense reports, invoices, travel arrangements, presentations, internal/external communication, and other misc. reports.
• Collaborate with technology and other departments to complete necessary onboarding/offboarding tasks in a timely manner for sales team.
• Handle confidential information with discretion and professionalism.
• Respond to ad hoc requests 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. Back-up other administrative assistants.
  

Required Qualifications

• 5+ years of administrative experience
• Proficiency in Microsoft Office Suite
• Familiarity with CRM systems (e.g. Salesforce), Ariba, Concur
• Strong organizational and multitasking abilities. Can quickly change direction and independently prioritize work in order to support multiple people
• Excellent communication and interpersonal skills
• Experience in financial services or asset management is favorable

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