Key Responsibilities
Schedule meetings by interacting with internal/external clients/partners to coordinate calendars, accommodations, meeting materials and supplies.
Effectively prioritize the CFO’s time and logistics to ensure internal business needs are addressed and external commitments are managed appropriately.
Manage and review CFO's email to collect meeting materials.
Interact with board members, key external stakeholders, vendors, and regulators on a limited basis.
Prepare CFO’s travel arrangements, expense reports, invoices, and other misc. reports.
Work with Tax department on travel tax implications and multi state withholding.
Minimal travel may be required based on the support needs of the leader.
Required Qualifications
Minimum 3-5 years senior administrative support experience, including supporting C-level executives.
Expert proficiency with Microsoft Office including experience with cloud-based environments (web-based applications such as One Drive) and strong outlook experience.
Strong attention to detail as well as demonstrated efficiency and multi-tasking skills required.
Sound verbal and written communication skills. Ability to anticipate needs and make independent judgments on behalf of the executive leader.
Exceptional organizational skills and impeccable attention to detail.
High degree of professionalism in dealing with diverse groups of people, including Board members and Senior Executives.
Proven ability to build relationships with all levels within the organization.
Make appropriate, informed decisions regarding priorities and available time.
Ability to complete a high volume of tasks and projects with little or no guidance.
Ability to react with appropriate levels of urgency to situations and events that require quick response or turnaround.
Ability to not only navigate but thrive in an extremely fast passed and ever changing environment.
Ability to exercise discretion due to the handling of extremely sensitive information.
Excellent judgment is essential.
Strong time management skills.
Self-motivated and customer centric.
Strong interpersonal skills.
Preferred Qualifications
Bachelor’s degree
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 of 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 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
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
Exempt/Non-Exempt
Job Family Group
Line of Business
Top Skills
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.

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