Overview
Administrative Assistant Jobs in Punta Gorda, FL at Foundation Partners
In this role you will provide team assistant support to approx. 5-6 individuals, to process expense reports and invoices, coordinate travel arrangements, schedule meetings/conferences, produce reports using Microsoft Excel, prepare presentations and manage calendars as directed/required.
Key Responsibilities
Manage leader(s) calendar and meeting prioritization as directed/required.
Schedule meetings and/or conferences by interacting with internal/external clients/partners to coordinate calendars, accommodation, meeting materials and supplies.
Prepare expense reports, invoices, presentations, internal/external communication, travel arrangements, and other misc. reports.
Respond to ad hoc requests (reporting, spreadsheets, 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.
Back-up other administrative assistants
Required Qualifications
Associate (2-year) degree or equivalent.
2 years of relevant work experience.
Proficiency with MS Excel, PowerPoint, Word and Outlook.
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.
Preferred Qualifications
Proficiency with Ariba, Concur, SharePoint and Salesforce
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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
Title: Administrative Assistant
Company: Foundation Partners
Location: Punta Gorda, FL
