Senior Operations Professional

Ameriprise Financial; Charlotte (NC); Hybrid; USD 29,000 - 41,000; Full time

Benefits offered by this job

Benefits package

Job summary

Ameriprise Financial in Charlotte, NC is seeking an in-office Operations Associate to independently process, reconcile, and balance Alternative Investments transactions with accuracy and timeliness.

You will collaborate with internal and external partners to research issues, implement improvements, and ensure compliance with industry rules and company policies while managing multiple priorities in a fast-paced environment.

Qualifications

• High school diploma or GED required.
• 1-3 years of relevant experience.
• Ability to research and resolve problems.
• Demonstrated ability to manage multiple priorities in a fast-paced, transaction-based environment.
• Understanding of company and industry regulatory requirements.
• Strong written and verbal communication skills.
• Strong attention to detail.

Responsibilities

• Independently process, reconcile, and balance transactions for Alternative Investments.
• Research and resolve issues with internal and external partners.
• Identify process improvements and implement solutions.
• Utilize various computer applications to provide processing information and take appropriate action.
• May participate in team or department projects.

Skills

Research and resolve problems

Multitasking

Written and verbal communication

Attention to detail

Education

High school diploma or GED

Tools

Microsoft Excel

Outlook

MS Office Suite

Job description

About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves 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.Job DescriptionIndependently process, reconcile and/or balance transactions for Alternative Investments according to department policy and procedures. Ensure comprehensive and seamless operations for all transaction requests with minimal direction. Work with both internal and external business partners to research and resolve issues in an accurate and timely manner. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.Key ResponsibilitiesIndependently process, reconcile, and/or balance for Alternative Investments transactions in an accurate, timely and compliant manner.Work with appropriate internal and external business partners to research and resolve issues, troubleshoot problems, and provide seamless service.Identify process improvements and partner with appropriate resources to implement solutions.Utilize various computer applications to provide operational processing information and take appropriate action.May participate in various team or department projects, as assigned.Required QualificationsEducation: High school diploma or GED.Experience: 1-3 years of relevant experience.*Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience.Previous operations, processing, or customer service experience.Ability to research and resolve problems.Demonstrated ability to manage multiple priorities in a fast-paced, results-driven, transaction-based environment.Demonstrated understanding of company and industry regulatory requirements.Strong written and verbal communication skills.Strong attention to detail, including the demonstrated ability to meet accuracy standards in a high-volume processing environment.Preferred QualificationsAbility to understand and communicate complex issues.Product-specific or financial services industry experience.Working knowledge of Microsoft Office applications, including Excel, and Outlook.Visa SponsorshipApplicants 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 CollaborationWe 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 SalaryThe estimated hourly rate for this role is $21.35 - $29.37 / hour. 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-TimeFull timeExempt/Non-ExemptNon-ExemptJob Family GroupBusiness Support & OperationsLine of BusinessCLEAR ClearingAmeriprise Financial 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.