Scheduling Assistant IND

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. 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 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

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.

(4:45p-1:15a) AWMPO AWMP&S President's Office Business Support & Operations