Full-Time

Investment Department Coordinator

Updated on 1/11/2025

Ameriprise Financial

Ameriprise Financial

10,001+ employees

Provides financial planning and advisory services

Fintech
Financial Services

Compensation Overview

$58.9k - $101.4kAnnually

+ Bonus + Commission + Long-term Incentives

Entry, Junior, Mid

No H1B Sponsorship

Minneapolis, MN, USA

Category
Asset Management
Finance & Banking
Required Skills
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • 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.
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.
Desired 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.

Ameriprise Financial offers financial planning services and advice through a network of financial advisors. Their services include helping clients prepare for retirement, manage investments, and make informed financial decisions. Clients work with advisors to create personalized financial plans that align with their goals and risk tolerance. Ameriprise distinguishes itself from competitors by focusing on a comprehensive approach to financial planning, emphasizing the importance of understanding clients' unique situations and aspirations. The company's goal is to empower individuals to achieve their financial dreams and live confidently in retirement.

Company Stage

IPO

Total Funding

$287.3M

Headquarters

Minneapolis, Minnesota

Founded

1894

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on digital tools can enhance client engagement and streamline interactions.
  • Growing trend of ESG investing attracts more clients to Ameriprise.
  • Rise of robo-advisors presents an opportunity for Ameriprise to expand digital offerings.

What critics are saying

  • Client data breaches due to departing advisors pose significant security concerns.
  • Legal challenges related to cash-sweep interest rates could impact financial stability.
  • Reputational risk from public disputes with competitors may affect client trust.

What makes Ameriprise Financial unique

  • Ameriprise offers personalized financial advice through a network of experienced advisors.
  • The firm has a strong focus on retirement planning and readiness.
  • Ameriprise is recognized as a Military Friendly Employer for 11 consecutive years.

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Benefits

Remote Work Options

Hybrid Work Options