Administrative Assistant - Investments

Posted Yesterday
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Boston, MA, USA
In-Office
55K-65K Annually
Junior
Fintech • Payments • Financial Services
The Role
Provides administrative and office support to investment teams, including scheduling, presentations, communications, travel arrangements, expense reports, invoice management, conference room coordination, guest reception, and special events. Handles ad hoc requests and small projects while managing sensitive information, prioritizing multiple demands, and collaborating with global teams in a fast-paced investment environment.
Summary Generated by Built In

About Our Company

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.

Job Description

We are hiring for this unique opportunity based in our Boston office to work in the heart of an investment team.
You will coordinate all aspects of day-to-day business support needs and be a key member on this fast-paced team. This environment is ideal for a quick learner interested in learning how the investment business works.

Key Responsibilities

  • Provides administrative support to investment teams.
  • Greets guests/front desk responsibilities.
  • Typical duties include scheduling meetings/conferences, preparing presentations, internal and external communications, travel arrangements, expense reports and invoice management, coordinating department programs and conference rooms, office support and special events or conferences.
  • Responds to ad hoc requests and manages small projects such as filing, copying, expenses, etc.
  • Regular Engagement with team members in locations across the globe. 

Required Qualifications

  • Must have 1-3 years of administrative experience, with a high school diploma (or equivalent).
  • Proficiency w/ Microsoft suite programs (MSWord, Excel, PowerPoint, Outlook, Teams)
  • Capacity to multi-task, quickly change direction, independently prioritize work in order to support multiple people and develop efficiencies 
  • Ability to anticipate business needs, utilize independent judgment and have a demonstrated aptitude of discretion while accessing and handling sensitive information.
  • Experience with arranging/booking complex travel will be helpful. 
  • Experience working in a fast-paced environment and ability to remain calm under pressure. 
  • Strong interpersonal skills are necessary to interact with multiple teams and individuals at various professional levels and locations.
  • Excellent written and verbal communication skills are essential.

Preferred Qualifications

  • Bachelor’s degree or Associates degree preferred or equivalent years of experience.
  • Experience with administrative programs: Ariba Buyer, Axiom, Concur, etc.
  • Financial services industry experience is favorable and/or basic level of understanding of the financial markets would be beneficial.
  • Experience working within an operational and compliance environment a plus.

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).


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.

Base Pay Salary

The estimated base salary for this role is $54,600 – $65,000 per year. 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  

AMINV US Asset Management

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

Columbia Threadneedle 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.

Skills Required

  • 1-3 years of administrative experience
  • High school diploma or equivalent
  • Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and Teams
  • Ability to multitask, change direction quickly, independently prioritize work, and support multiple people
  • Ability to exercise discretion when handling sensitive information
  • Experience working in a fast-paced environment and remaining calm under pressure
  • Strong interpersonal skills
  • Excellent written and verbal communication skills
  • Experience arranging or booking complex travel
  • Bachelor's or associate degree, or equivalent years of experience
  • Experience with Ariba Buyer, Axiom, Concur, or similar administrative programs
  • Financial services industry experience or basic understanding of financial markets
  • Experience working in an operational and compliance environment
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The Company
HQ: Seguin, TX
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

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