Administrative Assistant – Investments

Ameriprise Financial Services, LLC

. Provide administrative support to investment teams .

Posted 10/7/2026full-timeBoston • Massachusetts • United StatesJunior💰 $54,600 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong administrative support capabilities, including proficiency in Microsoft Office Suite and experience in managing communications, scheduling, and travel arrangements. Possesses the ability to multitask effectively in a fast-paced environment while maintaining discretion and strong interpersonal communication.

Highest-signal resume keywords

Administrative SupportMicrosoft Office ProficiencyTravel Arrangement ExperienceStrong Interpersonal SkillsFinancial Services Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Administrative SupportTravel ArrangementExpense ReportingMeeting SchedulingPresentation Preparation

Soft Skills

Strong Interpersonal SkillsExcellent Written CommunicationExcellent Verbal CommunicationAbility to MultitaskDiscretion with Sensitive Information

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookMicrosoft TeamsAriba BuyerAxiomConcur

Industry Keywords

Financial ServicesOperational EnvironmentCompliance EnvironmentFinancial Markets

About the role

Key responsibilities & impact

Provide administrative support to investment teams
Greet guests and handle front-desk responsibilities
Schedule meetings and conferences
Prepare presentations
Manage internal and external communications
Arrange travel
Prepare expense reports and manage invoices
Coordinate department programs, conference rooms, office support, and special events or conferences
Respond to ad hoc requests
Manage small projects such as filing, copying, and expenses
Engage regularly with team members in locations across the globe

Requirements

What you’ll need

1-3 years of administrative experience
High school diploma or equivalent
Proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and Teams
Capacity to multitask, quickly change direction, independently prioritize work, and develop efficiencies
Ability to anticipate business needs and utilize independent judgment
Demonstrated discretion when accessing and handling sensitive information
Experience working in a fast-paced environment and ability to remain calm under pressure
Strong interpersonal skills
Excellent written and verbal communication skills
Valid work authorization that does not now or in the future require visa sponsorship for employment in the United States
Experience arranging/booking complex travel helpful
Bachelor’s degree or Associate’s degree preferred or equivalent years of experience
Experience with administrative programs such as Ariba Buyer, Axiom, and Concur preferred
Financial services industry experience and/or basic understanding of financial markets beneficial
Experience working within an operational and compliance environment a plus

Benefits

Comp & perks

Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Bonus, commissions, and/or long-term incentives may be available depending on the role
Hybrid work flexibility: work from home one day per week
Inclusive and accessible recruitment process with reasonable accommodation support