Senior Administrative Assistant, Seligman Investments

Reposted 2 Days Ago
Be an Early Applicant
Menlo Park, CA, USA
In-Office
85K-90K Annually
Senior level
Fintech • Payments • Financial Services
The Role
Supports the Seligman Investments team by managing calendars, meetings, travel arrangements, expenses, invoices, presentations, communications, reports, office requests, client visits, department programs, events, and supplies. The role requires proactive prioritization, strong communication, independent judgment, and experience supporting professionals in financial services, preferably alternative investments.
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

The Senior Administrative Assistant position will be a key member of the Seligman Investments team In Menlo Park. Seligman Investments are part of Columbia Threadneedle Investments.

Reporting directly to the Office Manager for Seligman Investments, this is a unique opportunity to join a growing organization with an entrepreneurial spirit integrated into a highly established and reputable investment firm/platform.

The working hours for this role will be 6:30am to 3pm PT.

Key Responsibilities:


  • manage calendar and meeting prioritization. Schedule meetings and/or conference calls by interacting with internal partners and/or external clients/partners to coordinate calendars, accommodations, meeting materials, and supplies.
  • Prepare expense reports, invoices, presentations, internal communication, travel arrangements, and other miscellaneous reports.
  • Respond to ad hoc requests, manage tasks including filing, copying, responding to problems with printers, etc., and/or participate in projects representing the team (e.g. researching issues or questions about policies or practices, managing a conference call, etc.).
  • Receive clients and guests for in person in office meetings.
  • Coordinate/administer department programs (e.g. recognition, timekeeping, budgets, supply management, etc.), offsites, and special events or conferences.

Qualifications:


  • 4-7 years of administrative assistant experience.
  • Prior experience working at a Financial Services firm.
  • Proficient with Microsoft Office – Outlook/Teams/PowerPoint/Excel/Word).
  • Ability to multi-task, quickly change direction, and independently prioritize work in order to support multiple people. Generally proactive, resourceful and solution-oriented mindset.
  • Strong written and verbal communication skills.
  • Ability to anticipate needs and make independent judgments given limited availability of leader.

Preferred:


  • Bachelors degree or equivalent.
  • Experience gained within a hedge fund, private equity firm, or comparable alternative investment environment.

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 Menlo Park office five (5) days per week.

Base Pay Salary

The estimated base salary for this role is $85,000-$90,000 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

  • 4-7 years of administrative assistant experience
  • Prior experience working at a financial services firm
  • Proficiency with Microsoft Office, including Outlook, Teams, PowerPoint, Excel, and Word
  • Ability to multitask, quickly change direction, and independently prioritize work supporting multiple people
  • Proactive, resourceful, and solution-oriented mindset
  • Strong written and verbal communication skills
  • Ability to anticipate needs and make independent judgments with limited leader availability
  • Bachelor's degree or equivalent
  • Experience in a hedge fund, private equity firm, or comparable alternative investment 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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