Overview
Senior Administrative Assistant – Intermediary Distribution Jobs in Boston, Massachusetts, USA at Threadneedle group
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 River Source 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 #J-18808-Ljbffr
Title: Senior Administrative Assistant – Intermediary Distribution
Company: Threadneedle group
Location: Boston, Massachusetts, USA
Category: Administrative/Clerical (Office Administrator/ Coordinator, Business Administration, Virtual Assistant/ Remote Admin), Business (Office Administrator/ Coordinator, Business Administration)
