Planning and Administration Coordinator

00015 Ameriprise Financial Services, LLC.; Charlotte (NC); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Ameriprise Financial is seeking a Planning and Administration Coordinator to support leaders and teams across the organization. The role offers broad exposure, involvement in priority projects, and opportunities to enhance processes that improve organizational effectiveness.

You will coordinate schedules, meetings, and communications while partnering with internal teams to drive programs and performance initiatives. In-office collaboration is emphasized, with some flexibility for remote work.

Qualifications

• 3–5 years in administrative, coordination, project management, or related roles.
• Experience building collaborative relationships across teams and stakeholders.
• Strong proficiency with Microsoft Office and standard business tech tools.
• Excellent communication, organization, problem-solving and critical-thinking skills.
• Ability to manage confidential information with discretion and sound judgment.
• Self-motivated, able to work independently with limited direction.

Responsibilities

• Coordinate departmental priorities, schedules, deliverables and admin activities to keep work on track.
• Plan and support meetings, town halls, events, presentations and related logistics.
• Prepare reports, analyze information, track expenses and develop leader materials.
• Partner with internal teams to support programs, performance management, process improvements and communications.
• Track, compile and organize program data and keep stakeholders informed of updates and deadlines.
• Coordinate and manage small projects from planning to completion and contribute to larger initiatives.
• Identify opportunities to improve business processes and organizational effectiveness.

Skills

Multi-priority management

Collaboration across teams

MS Office proficiency

Communication skills

Confidential information handling

Independent work

Education

Associate degree or equivalent

Tools

Microsoft Office

Job description

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

As a Planning and Administration Coordinator, you will play a critical role in helping leaders and teams operate efficiently. You will coordinate priorities, communications, events, and project activities while partnering across the organization. This position offers broad exposure, opportunities to influence outcomes, and the ability to improve processes that enhance organizational effectiveness.

Responsibilities

• Coordinate departmental priorities, schedules, deliverables, and administrative activities to ensure work remains on track.
• Plan and support meetings, town halls, events, presentations, communications, and related logistics.
• Prepare reports, analyze information, track expenses, and develop materials for leaders and stakeholders.
• Partner with internal teams to support programs, performance management activities, process improvements, and business communications.
• Track, compile, and organize program and departmental data while keeping stakeholders informed of key updates and deadlines.
• Coordinate and manage small projects from planning through completion while contributing to larger initiatives.
• Identify opportunities to improve business processes, increase efficiency, and strengthen organizational effectiveness.

Qualifications

• 3-5 years of administrative, coordination, project management, or related experience with demonstrated ability to manage multiple priorities
• Associate degree or equivalent combination of education and relevant experience
• Experience building collaborative relationships and working effectively across teams and stakeholder groups
• Strong proficiency with Microsoft Office and standard business technology tools
• Excellent communication, organization, problem-solving, and critical-thinking skills
• Ability to manage confidential information with discretion and sound judgment
• Self-motivated with the ability to work independently and proactively with limited direction

U.S. Work Authorization & Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week.

Full-Time/Part-Time

Full time Exempt/Non-Exempt Non-Exempt

Job Family Group Business Support & Operations

Ameriprise Franchise Group Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status 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 participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Our Company Overview

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact.

Explore Opportunities Within Each Business and Region

Ameriprise US | Careers

Ameriprise India | Careers

Columbia Threadneedle Investments US | Careers

Columbia Threadneedle Investments EMEA APAC | Careers

RiverSource | Careers

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