Scheduling Assistant Ind

3 days ago

Gurugram Haryana, India Ameriprise Financial Full time

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.

**Responsibilities**

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.

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 travel support to leaders. Responsibilities include hotel, flight, car bookings, coordinate reservations for leaders, as needed.

Plan and execute events. Provide event management support and ensure the logistics and event details occur as planned. Special projects*[as requested]

**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 work/activity to be equitable across leaders

Work independently to schedule time with prospective advisor

**Preferred Qualifications**

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

Experience of working in multinational companies/ US based company

**About Our Company**

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. 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.

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, veteran status, marital status, family status or any other basis prohibited by law.

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