About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.
Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Job Description
The Administrative Assistant provides comprehensive administrative and operational support to leaders. This role is responsible for driving business efficiency through proactive calendar management, meeting coordination, Salesforce administration, travel and expense support, and stakeholder engagement. The individual serves as a trusted partner to leaders, enabling them to maximize business impact, stakeholder engagement, and strategic priorities.Key Responsibilities
Business Support & Calendar Management
- Manage complex calendars for assigned leaders, ensuring optimal time management and prioritization.
- Schedule business meetings, coaching sessions, team huddles, business reviews, and other strategic engagements.
- Coordinate meeting logistics, confirmations, follow-ups, and attendee communications.
- Proactively identify scheduling opportunities to help leaders achieve business goals and priorities.
- Maintain and distribute activity trackers and meeting schedules.
Salesforce & Administrative Excellence
- Ensure accurate and timely updates of meetings, activities, coaching sessions, and business interactions in Salesforce.
- Maintain data integrity and support reporting requirements.
- Track action items and follow through on commitments from meetings and business reviews.
- Create and maintain process documentation, trackers, and administrative resources.
- Prepare agendas, presentations, reports, and meeting materials as needed.
Travel & Expense Management
- Coordinate domestic and international travel arrangements, including flights, accommodations, ground transportation, and itineraries.
- Prepare and submit expense reports in accordance with company policies.
- Review expenses for accuracy and policy compliance.
- Manage logistics for offsite meetings, conferences, leadership events, and business engagements.
Stakeholder Engagement & Collaboration
- Build strong working relationships with leaders, business partners, stakeholders, and administrative teams.
- Communicate proactively regarding priorities, deadlines, and scheduling needs.
- Support organizational initiatives and special projects as assigned.
- Provide backup support and collaborate across the administrative support team to ensure seamless coverage.
Process Improvement & Professional Development
- Identify opportunities to improve administrative processes and operational efficiency.
- Leverage technology and AI-enabled tools to enhance productivity.
- Participate in ongoing learning and development programs.
- Share best practices and contribute to team success.
Key Success Measures
- Effective calendar and meeting management.
- High accuracy and timeliness of Salesforce updates.
- Seamless travel and expense management.
- Strong stakeholder satisfaction and responsiveness.
- Consistent support of business objectives and growth initiatives.
- Demonstrated process improvements and operational efficiencies.
Required Qualifications
- Must have 2-7 years of relevant experience.
- Strong administrative support experience, preferably supporting senior leaders.
- Excellent organizational and time management skills.
- Strong verbal and written communication skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Proficiency in Microsoft Outlook, Teams, Excel, PowerPoint, and Word.
- Attention to detail with strong follow-through and accountability.
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 three (3) days per week, with flexibility to work from home two (2) days 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.
Full-Time/Part-Time
Timings
India Business Unit
Job Family Group
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, 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
- 2-7 years of relevant experience
- Strong administrative support experience, preferably supporting senior leaders
- Excellent organizational and time management skills
- Strong verbal and written communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Proficiency in Microsoft Outlook, Teams, Excel, PowerPoint, and Word
- Attention to detail with strong follow-through and accountability
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
