Scheduling Assistant

Ameriprise Financial Services, LLC

Scheduling Assistant partnering with Consulting Directors for advisor engagement at Ameriprise India LLP. Managing scheduling processes and ensuring operational excellence through CRM and reporting.

Posted 7/14/2026full-timeGurugram • 🇮🇳 IndiaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in scheduling and calendar management, with proficiency in CRM tools like Salesforce and communication skills essential for engaging with advisors. Capable of managing multiple time zones and supporting both US-based and multinational stakeholders effectively.

Highest-signal resume keywords

Outbound Calling ExperienceSalesforce ProficiencyCalendar ManagementStrong Communication SkillsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Outbound CallingTele-SalesCalendar ManagementExpense ManagementTravel ManagementMultitaskingPerformance Tracking

Soft Skills

Communication SkillsInfluencing SkillsObjection HandlingIndependenceAccountability

Tools & Technologies

SalesforceOutlookExcelMS TeamsSharepointBoxAriba

Industry Keywords

Advisor EngagementBPOUS-Based StakeholdersMultinational Stakeholders

About the role

Key responsibilities & impact

Partner with Regional Product Consulting Directors to drive advisor engagement through scheduling
Proactively contact advisors via phone/email to schedule meetings
Ensure optimal calendar structure and manage conflicts
Maintain real-time updates for all scheduling activities in Salesforce and Outlook
Track weekly scheduling performance and maintain adherence to metrics
Prepare, review, and submit Concur expense reports
Support in organizing local advisor engagement events and scheduling branch meetings.

Requirements

What you’ll need

Experience in outbound calling/tele-sales or voice-based BPO roles
Strong communication, influencing and objection-handling skills
Experience using CRM tools such as Salesforce
Experience in handling calendars, expense, and travel management
Ability to manage multiple time zones
Experience supporting US-based or multinational stakeholders
High attention to detail and ability to multitask
Proven ability to work independently with high accountability
Proficient in Outlook, Excel, Salesforce, MS Teams, Sharepoint, Box, Ariba.

Benefits

Comp & perks

inclusive, collaborative culture that rewards contributions
opportunities to make a mark at the office and a difference in the community.