Planning and Administration Coordinator

Ameriprise Financial; Charlotte (NC); Hybrid; USD 42,000 - 56,000; Full time

Job summary

Ameriprise Financial is seeking a Planning and Administration Coordinator in Charlotte, NC. You will coordinate priorities, meetings and events, and prepare reports to support leaders and stakeholders.

The role partners across the organization to drive efficiency and process improvements. The ideal candidate has 3–5 years of administrative/coordination experience, an associate degree, and strong Microsoft Office skills.

Qualifications

• 3–5 years of administrative, coordination or project management experience.
• Experience building collaborative relationships across teams and stakeholders.
• Strong proficiency with Microsoft Office and standard business tools.

Responsibilities

• Coordinate departmental priorities, schedules and deliverables to keep work on track.
• Plan and support meetings, town halls, events, presentations and related logistics.
• Prepare reports, analyze information and track expenses for leaders.
• Support programs, performance management activities and process improvements.
• Track and organize program data and deadlines; manage small projects end-to-end.
• Identify opportunities to improve business processes and efficiency.

Skills

Coordination

Project management

Communication

Problem-solving

Education

Associate degree

Tools

Microsoft Office

Job description

About Our CompanyWe’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 DescriptionAs 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.ResponsibilitiesCoordinate 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.Qualifications3-5 years of administrative, coordination, project management, or related experience with demonstrated ability to manage multiple prioritiesAssociate degree or equivalent combination of education and relevant experienceExperience building collaborative relationships and working effectively across teams and stakeholder groupsStrong proficiency with Microsoft Office and standard business technology toolsExcellent communication, organization, problem-solving, and critical-thinking skillsAbility to manage confidential information with discretion and sound judgmentSelf-motivated with the ability to work independently and proactively with limited directionU.S. Work Authorization & SponsorshipApplicants 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 CollaborationWe 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-TimeFull timeExempt/Non-ExemptNon-ExemptJob Family GroupBusiness Support & OperationsLine of BusinessAFG Ameriprise Franchise GroupAmeriprise 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.