Ameriprise Financial Services, LLC
Executive Assistant & Team Secretary (Investment Trusts) - Edinburgh
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About Columbia Threadneedle Investments
Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
Job Description
Where you’ll fit in & what our team goals are…
In your role you will be the EA for Head of Investment Trusts and Team Secretary and Administrator for the Investment Trust and Private Equity Accounting team.
How you'll spend your time...
- Provide highly confidential executive support to the Head of Investment Trusts, ensuring effective diary management and the seamless coordination of meetings, travel, and business commitments.
- Prepare and coordinate Board meeting materials, presentations, reports, and supporting documentation for the Investment Trust Client meetings.
- Arrange travel, accommodation, itineraries, and expense management for the Head of Investment Trusts and senior members of the wider team.
- Undertake or provide backup for certain administrative tasks supporting the Investment Trust and Private Equity Accounting team, ensuring processes run efficiently and effectively.
- Organise and coordinate a range of internal and external meetings, including client meetings, Board meetings, committee meetings, and senior leadership engagements.
- Act as a key point of contact for clients, advisers, business partners, and colleagues across the UK and global offices, maintaining professional and effective relationships.
- Manage the processing and tracking of invoices, ensuring timely submission, approval, and payment in line with internal procedures.
- Maintain and regularly update the department's Business Continuity Plans (BCP) and key contact lists to ensure operational readiness.
- Support departmental projects and initiatives, providing administrative and coordination support as required.
- Ensure the highest standards of professionalism, discretion, and confidentiality when handling sensitive business information.
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To be successful in this role you will have...
- Proven experience as an Executive Assistant, Personal Assistant, or Senior Team Assistant, ideally within financial services, asset management or a professional services environment.
- Exceptional organisational and time management skills, with the ability to manage multiple competing priorities, deadlines, and stakeholder requests in a fast-paced environment.
- Proactive and solutions-oriented, with the ability to anticipate needs, identify potential issues, and take initiative to ensure seamless support.
- Strong attention to detail and accuracy, particularly when handling sensitive, financial, operational, and compliance-related information.
In-Office Collaboration
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 four (4) days per week, with flexibility to work from home one (1) day 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.
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Full-Time/Part-Time
Full time
Worker Sub Type
Permanent
Job Family Group
Business Support & Operations
Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.
We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.
Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity 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 aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.
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