Senior Operations Professional

ameriprise; United States; On-site; USD 26,000 - 37,000; Full time

Job summary

Ameriprise Financial is seeking an Operations professional for our Alternative Investments team. You will independently process, reconcile, and balance transactions, ensuring accuracy and adherence to department policies.

You will collaborate with internal and external partners to resolve issues, research inquiries, and ensure compliance with industry regulations and internal standards. This role can be based in Minneapolis or Charlotte, with in-office collaboration and some flexibility for

Qualifications

• Education: High school diploma or GED.
• Experience: 1 to 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.

Responsibilities

• Independently 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.

Skills

Research skills

Problem solving

Multi-tasking

Communication

Attention to detail

Education

High school diploma or GED

Tools

Excel

Outlook

Job description

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 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 Description

Join our Alternative Investments Operations team! In this role, you will independently process, reconcile, and balance assigned products while ensuring transactions are completed accurately and in accordance with department policies and procedures. You'll play a key role in delivering seamless operational support, managing transaction requests with minimal supervision, and partnering with internal and external stakeholders to research and resolve issues. You'll also help ensure all transactions comply with industry regulations and internal compliance standards.

This position can be based out of either our Minneapolis or Charlotte office.

Key Responsibilities

• Independently 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 Qualifications

• Education: High school diploma or GED.
• Experience: 1 to 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 Qualifications

• Ability to understand and communicate complex issues.
• Product-specific or financial services industry experience.
• Working knowledge of Microsoft Office applications, including Excel, and Outlook.

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.

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).

Base Pay Salary

The estimated hourly rate for this role is $23 / 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-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

CLEAR Clearing

Ameriprise 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 bas