Investment Department Coordinator

Sorry, this job was removed at 03:21 p.m. (CST) on Thursday, Jan 30, 2025
Be an Early Applicant
Headquarters, AZ, USA
In-Office
59K-101K Annually
Fintech
The Role

Unique opportunity to work in the heart of an investment team. 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.

Responsibilities

  • Provide day-to-day coordination and support of department and project activities to ensure key tasks and deadlines are met.
  • Independently manage leader(s) calendar and meeting prioritization include scheduling meetings/conferences.
  • Plan domestic/international travel, on/offsites and events, coordinate accommodations and resources, track/file expenses, and create and provide initial analysis of reports.
  • Preparation of meeting materials, track expenses, and create and provide initial analysis of reports.
  • May read and respond to emails and requests on behalf of the leader; ensure leader is informed of pending requests or requests where follow up is required.
  • Responds to ad hoc requests and manages small projects.

Required Qualifications

  • Associate's degree; or 1-3 years of equivalent administrative and/or project management experience
  • Strong knowledge and application with Microsoft suite programs (MSWord, Excel, PowerPoint, Outlook, Teams)
  • Demonstrated experience coordinating complicated travel, including international.
  • Excellent organization skills, attention to detail and success in working across multiple teams, offices, and time zones.
  • Ability to anticipate business needs, utilize independent judgment and have a demonstrated aptitude of discretion while accessing and handling sensitive information.
  • Strong interpersonal skills are necessary to interact with multiple teams and individuals at various professional levels and locations.
  • Outstanding written and verbal communication skills
  • Experience being efficient and skillful while working in a fast-paced environment.
  • Exceptional and written/verbal communication skills are essential.

Preferred Qualifications

  • Bachelor’s degree preferred or equivalent years of experience.
  • Project management/coordination experience.
  • Experience with administrative programs: Ariba Buyer, Concur, etc.
  • Financial services industry experience is favorable and/or basic level of understanding of the financial markets would be beneficial.

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.

Base Pay Salary

The estimated base salary for this role is $58,900 - $101,400 / 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.

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

Ameriprise Financial Services, LLC Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ameriprise Financial Services, LLC and has not been reviewed or approved by Ameriprise Financial Services, LLC.

  • Retirement Support Feedback suggests a 401(k) with company contributions and financial well‑being programs strengthens long‑term savings. Employee stock purchase access and planning subsidies further support retirement readiness.
  • Strong & Reliable Incentives Feedback suggests annual and long‑term performance incentives, alongside variable or commission components in advisor roles, can create meaningful upside for certain positions. Licensing support and bonus opportunities reinforce a performance‑linked pay mix.
  • Flexible Benefits Feedback suggests flexible work options, the ability to purchase extra vacation, and paid volunteer time provide adaptable benefits for different life needs. On‑site clinic and fitness resources at headquarters and wellbeing programs add convenient lifestyle support.

Ameriprise Financial Services, LLC Insights

Similar Jobs

Circle Logo Circle

Senior Counsel

Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3
In-Office or Remote
26 Locations
1050 Employees
230K-298K Annually

General Motors Logo General Motors

Chevrolet Zone Manager Parts and Service

Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
Remote or Hybrid
United States
165000 Employees
140K-187K Annually

General Motors Logo General Motors

Chevrolet Senior Zone Manager, (Houston, Zone 2117)

Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
Remote or Hybrid
United States
165000 Employees

General Motors Logo General Motors

District Manager, OnStar & Loyalty - Spokane, WA

Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
Remote or Hybrid
United States
165000 Employees
81K-109K Annually
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Minneapolis, MN
16,649 Employees
Year Founded: 1894

What We Do

Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals. We believe that with the right advisor, the right advice, and the right firm, life can be brilliant. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Learn how you can build your career at Ameriprise Financial. *Ameriprise Financial Q2 2020 Statistical Supplement All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested. By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial. Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.

Similar Companies Hiring

Scotch Thumbnail
Artificial Intelligence • eCommerce • Fintech • Payments • Retail • Software • Analytics
US
35 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account