Administrative Coordinator
American Century Investments
Administrative Coordinator
The primary responsibility of the Administrative Coordinator is to provide sales support to multiple sales teams, and work with internal business partners to support effective positioning of American Century Investments' products in the market. Meticulous organizational skills and attention to detail are paramount, in addition to the ability to demonstrate a positive approach to problem solving and to provide intuitive solutions in a dynamic, fast-paced environment.
This role reports to the Client Infrastructure and Support Manager.
This hybrid position will be based out of our Kansas City, MO office.
This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.
How You Will Make an Impact
- Perform general administrative duties, including filing, photocopying, ordering supplies, fax processing, answering phones, approving time, and calendar scheduling.
- Coordinate and organize meetings, including scheduling meeting rooms and preparing meeting materials. Drafting meeting agendas and taking meeting notes. Prepare presentations for internal distribution.
- Process documents which may include typing, producing basic correspondence, spreadsheets and standardized letters.
- Maintain appointments, including establishing appointment priorities. This may also include making travel arrangements, completing travel itineraries and expense reports
- Order, prepare and track client and prospect gifts within compliance guidelines.
- Process complex documents using a wide range of software including Microsoft Office.
- Organize onsite client and potential client visits.
- Handle sensitive and confidential information and have a solid understanding of the organization and business unit.
- Special projects and additional duties as assigned.
Activities in CRM Database:
- Update system with new/current contact information.
- Enter call reports to document details of external appointments/meetings and activities.
- Order collateral for client/consultant/prospect mailings, meetings and events.
- Process client/consultant/prospect mailings.
- Prepare, maintain and distribute reports.
What You Bring to the Team (Required)
- Highly motivated, self-starter with the ability to determine priorities, plan, organize and follow through on assignments.
- Proactive approach to support.
- Provide support with a "can do" attitude and helpful attitude.
- Dedication to quality with a focus on timeliness and attention to detail.
- Ability to work independently and as a member of a team.
- Computer skills/Proficient in MS applications.
- Working knowledge of Salesforce preferred.
- Working knowledge of SharePoint preferred.
- Knowledge of FINRA guidelines preferred.
Required Experience/Education
- Bachelor's degree or any equivalent combination of education and work experience
- 3+ years' administrative experience.
- Customer service experience.
- Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.
Additional Assets (Preferred)
- Financial Services industry experience preferred.
The above statements are not intended to be a complete list of all responsibilities, duties, and skills required.
What We Offer
- Competitive compensation package with bonus plan
- Generous PTO and competitive benefits
- 401k with 5% company match plus annual performance-based discretionary contribution
- Tuition reimbursement, formal mentorship program, live and online learning
Learn more about our benefits and perks.
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