Admin Jobs

About The Position

Requirements

• Associate's degree or equivalent
• 3 - 5 years experience
• Strong oral and written communications skills.
• Ability to problem solve, investigate, and follow through to effective resolution.
• Solid understanding of portfolio accounting/investment operations activities.
• Ability to work effectively under pressure, meeting deadlines, and managing multiple priorities.
• Ability to work with limited work direction and function effectively in a team environment.
• 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).

Responsibilities

• As a member of the Ameriprise Trust Company, perform the day-to-day function of independently leading the onboarding of client accounts through gathering account instructions, assessing impact, communicating requirements, tracking implementation and managing record retention.
• Facilitate and ensure account activity is achieved with quality, accuracy and within established service levels.
• Provide coordination across various business and operations teams to ensure alignment and readiness for client facing events.
• Provide subject matter expertise, effectively communicating across multiple audiences.
• Accountable for proactive identification of issues, developing well thought out and viable solutions that are in line with core competencies and established processes
• Ensure application of internal controls, compliance requirements and required policies and procedures.
• Lead and perform special project work including across business lines as needed.
• Perform reporting tasks as needed.
• Identify and implement process improvements to create efficiencies and reduce errors.
• Provide coaching and training of the staff and work direction.
• Maintain relationships with external and internal partners and clients to achieve goals.
• Ensure policies and procedures are current and providing oversight of policies and procedures to meet compliance requirements.
• Provide subject matter expertise and execution support to business-driven initiatives, internal partners, leadership or projects related to operations as necessary.

Benefits

• vacation time
• sick time
• 401(k)
• health, dental and life insurances