Senior Administrative Assistant - Office of the CFO
Job Description
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
The estimated base salary for this role is $70,000 - $120,600/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.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
Full timeExempt/Non-Exempt
Non-ExemptJob Family Group
Business Support & OperationsLine of Business
FIN FinanceKey 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
The estimated base salary for this role is $70,000 - $120,600/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.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
Full timeExempt/Non-Exempt
Non-ExemptJob Family Group
Business Support & OperationsLine of Business
FIN Finance
About Ameriprise Financial
For 125 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you’ve earned and committed to helping you be brilliant.
A company with integrity.
Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression, and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
We have more than $875 billion in assets under management and administration.
We maintain leadership positions in each of our core business segments: Advice & Wealth Management, Asset Management, Annuities, and Protection.
We have more than 2 million individual, business, and institutional clients.
Our Leaders
Part of our strength as a company comes from the strength of our leadership—an experienced and long-tenured team.
Our Locations
Ameriprise Financial was founded and is headquartered in Minneapolis. We also have corporate offices throughout the United States and across the globe, including New York, Boston, London, and India.
Our History
Since 1894, we at Ameriprise Financial have been helping millions of clients invest towards their financial goals and dreams.
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