Full-Time

Personal Assistant

Real Estate

Posted on 4/12/2025

Ameriprise Financial

Ameriprise Financial

10,001+ employees

Provides financial planning and advisory services

No salary listed

Entry, Junior

London, UK

Category
Executive Support
Administrative & Executive Assistance
Specialized Administrative Roles
Real Estate
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Experience in Asset Management or a Real Estate function
  • Strong administration and organisational skills
  • Intermediate to advance in Office, Word, PowerPoint, and Excel
  • Able to handle confidential and sensitive business and personal information with discretion
  • Flexibility - priorities get changed/added/cancelled at short notice
  • Excellent and effective communication, both written and verbal, at all levels
  • Able to work to tight deadlines and under pressure
  • Acts on own initiative
  • Superb time-management skills to allow for competing priorities
  • Ability to work on your own as well as part of a team
Responsibilities
  • Travel booking; arranging flights and accommodation in line with Columbia Threadneedle travel policies, ensuring approvals are gained where necessary and arranging itineraries, documentation, visas etc
  • Office admin duties which include arranging special deliveries & couriers, office supplies and general day to day tasks
  • Minute taking for various meetings
  • Liaising with your team and Accounts Payable to prepare/submit expense claims and process external invoices
  • Managing the process for starters and leavers from start to finish. Setting up accounts, systems access, desk set up and new joiner schedules. Ensuring approvals are provided and dealing with any IT related requests
  • Preparation of ad-hoc documents in Word, Excel & PowerPoint
  • Booking rooms, lunches and arranging video calls where applicable
  • Provide additional support where required, including cover of other PAs. Picking up any administrative elements of the real estate persons you support
  • Preparing meeting material, agendas and putting together presentations using PowerPoint as required
  • Ad-hoc duties such as filing, photocopying, and printing

Ameriprise Financial offers financial planning services and advice through a network of financial advisors. Their services help clients prepare for retirement and manage their investments by providing personalized strategies that consider individual goals and risk tolerance. Clients work with advisors to make informed decisions about their finances, including whether to pay off debts like mortgages early. Ameriprise distinguishes itself from competitors by focusing on building long-term relationships with clients and offering tailored advice that addresses both current and future financial needs. The company's goal is to empower clients to achieve a confident retirement and live the life they have earned.

Company Size

10,001+

Company Stage

IPO

Headquarters

Minneapolis, Minnesota

Founded

1894

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for personalized financial advice boosts Ameriprise's advisory services.
  • Expansion in retirement planning market offers growth opportunities for Ameriprise.
  • Trend of advisors moving to client-focused firms benefits Ameriprise's recruitment.

What critics are saying

  • Departure of key personnel like Timothy Gardner may disrupt client relationships.
  • Ongoing legal disputes could lead to financial liabilities and reputational damage.
  • Integration of new advisors from competitors may cause cultural and operational challenges.

What makes Ameriprise Financial unique

  • Ameriprise offers personalized financial advice through a network of experienced advisors.
  • The firm focuses on sustainable and ESG investing to meet growing client demand.
  • Ameriprise enhances digital security measures to address increasing cybersecurity concerns.

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Benefits

Remote Work Options

Hybrid Work Options

Company News

Finance Director Europe
Apr 9th, 2025
Langley Federal Credit Union selects Ameriprise Financial to manage its investment programme

Langley Federal Credit Union selects Ameriprise Financial to manage its investment programme.

Kurt A. Law Firm
Mar 31st, 2025
Timothy Gardner Resigns from Ameriprise Financial Services

Timothy Gardner resigns from Ameriprise Financial Services.

Slater Sentinel
Mar 16th, 2025
WealthTrust Asset Management LLC Makes New $816,000 Investment in Ameriprise Financial, Inc. (NYSE:AMP)

WealthTrust Asset Management LLC makes new $816,000 Investment in Ameriprise Financial, Inc. (NYSE:AMP).

Slater Sentinel
Mar 2nd, 2025
Cobblestone Capital Advisors LLC NY Makes New $204,000 Investment in Ameriprise Financial, Inc. (NYSE:AMP)

Cobblestone Capital Advisors LLC NY makes new $204,000 Investment in Ameriprise Financial, Inc. (NYSE:AMP).

MarketBeat
Feb 28th, 2025
Van Cleef Asset Management Inc Makes New $266,000 Investment in Ameriprise Financial, Inc. (NYSE:AMP)

Van Cleef Asset Management Inc makes new $266,000 investment in Ameriprise Financial, Inc. (NYSE:AMP).