Scheduling Assistant

Ameriprise Financial

Website: ameriprise.com
Job details:
About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.

Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Job Description

Work with Region and Territory leaders to develop a robust activity schedule based on their calendar. Contact targeted advisors to schedule visits, track schedule and report on results and efforts. Proactively contact advisors and their staff and to schedule meetings with Ameriprise field leader and is liaison for any scheduling changes. Additional duties include providing expense processing, proactive and timely data entry into CRM system (Salesforce), and reference and utilize various results reporting to recognition and communications.

Key Responsibilities

Proactivity contact advisors and their staff over phone and email to sell the value proposition of meeting with a field leader and is liaison for any scheduling changes.

Manage advisor expectations regarding leader availability and conflicts.

Renegotiate new appointment times as needed and articulate the value of an advisor will receive by meeting with a leader. Requires weekly 1:1 with each senior territory coordinator.

Work with senior territory coordinator/ leaders to create a message that increases an advisor’s willingness to schedule an appointment.

Develop and maintain relationships with advisors and staff to increase influence and effectiveness.

Provide support to the field leader and team by entering advisor contact and engagement into Salesforce to track and report on advisor contact campaigns.

Reference and utilize various results reporting to recognition and communications.

Provide expense processing support to leaders. Responsibilities include preparing and tracking expense reports, reconciliation of corporate card charges and processing invoices.

Plan and execute events. Provide event management support and ensure the logistics and event details occur as planned.

Required Qualifications

Calendar Management, Expense and Travel Management.

Manage multiple time zones simultaneously.

Communicate effectively with leaders & advisors.

Excellent networking skills.

Able to multi-task and balance activity to be equitable across leaders.

Work independently to schedule time with prospective advisor.

Preferred Qualifications

Proficient in Outlook, Excel, Salesforce, MS Teams, BOX.

In-Office Collaboration

Experience of working in multinational companies/ US based company.

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full-Time/Part-Time

Full time

Timings

(4:45p-1:15a)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Business Support & Operations

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you. Click on Apply to know more.