Senior Scheduling Coordinator

Ameriprise • Minneapolis, MN

7d • $24 - $34 • Hybrid

About The Position

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves 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. Job Description The Scheduling Coordinator partners with up to six external Regional Vice Presidents to develop a robust activity schedule based on their travel rotation. Proactively contact advisors to schedule and communicate the value proposition of meeting with a RiverSource wholesaler. Is the point of contact for scheduling meetings, maintaining the calendar and reporting on results and efforts.

Requirements

• High school or GED.
• 1 - 3 years relevant experience required.
• Strong written and verbal communication skills.
• Ability to multi-task, quickly change direction and independently prioritize work in order to support multiple people.
• Ability to anticipate needs and make independent judgments given limited supervision.
• Demonstrated service orientation with a focus on quality, accuracy and attention to detail.
• Strong computer skills.
• Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Nice To Haves

• Knowledge of a sales organization and/or previous experience in a sales environment
• SalesForce experience

Responsibilities

• Schedule and reschedule meetings for each Regional Vice President
• Map out travel patterns within a loop to optimize appointment scheduling
• Manage advisor expectations regarding RVP's availability and conflicts
• Work with RVPs' to create a message that increases an advisor’s willingness to schedule an appointment and articulate the value an advisor will receive by meeting with the RVP
• Work independently to develop criteria for creating a targeted list of advisors and recommend it to the RVP. Incorporate segmentation strategies and calling plans.
• Build and maintain advisor and field office relationships.
• Generate event attendance and follow-up appointments from events.
• General admin support including updated advisor records with new contact information, track and report results and activity efforts.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED