What are the responsibilities and job description for the Investment Department Coordinator position at Columbia Mgmt Invst Adv LLC?
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.
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.
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