Senior Administrative Assistant (Financial Services)

Location: Menlo Park, California; in-office five days per week. Working hours: 6:30am–3:00pm Pacific Time.

Base salary: $85,000–$90,000 per year, plus potential variable compensation and benefits.

Company

Columbia Threadneedle Investments is part of Ameriprise Financial and provides investment strategies and asset management services through a global team of more than 2,300 employees.

What you will do

• Manage calendars and prioritize meetings for multiple people.
• Coordinate internal and external meetings, conference calls, accommodations, materials, and supplies.
• Prepare expense reports, invoices, presentations, communications, travel arrangements, and operational reports.
• Handle ad hoc administrative requests, filing, copying, printer issues, research, and team projects.
• Receive clients and guests for in-person office meetings.
• Coordinate department programs, budgets, supplies, offsites, special events, and conferences.

Requirements

• 4–7 years of administrative assistant experience.
• Previous experience in a financial services firm.
• Proficiency with Microsoft Office, including Outlook, Teams, PowerPoint, Excel, and Word.
• Ability to multitask, reprioritize quickly, and independently support multiple people.
• Proactive, resourceful, solution-oriented approach with strong written and verbal communication skills.
• Must have valid U.S. work authorization without requiring current or future visa sponsorship.

Nice to have

• Bachelor’s degree or equivalent.
• Experience in a hedge fund, private equity firm, or comparable alternative investment environment.

Culture & Benefits

• In-person, relationship-based collaboration in the Menlo Park office.
• Career growth opportunities within a global investment organization.
• Vacation time, sick time, 401(k), and health, dental, and life insurance.
• Potential bonus, commissions, and/or long-term incentives depending on the role.
• Inclusive, performance-based workplace with accessibility support during recruitment.