Wealth Management Projects Coordinator

00015 Ameriprise Financial Services, LLC.; Minneapolis (MN); Hybrid; USD 67,000 - 98,000; Full time

Job summary

Ameriprise Financial Services, LLC. is seeking an organized Administrative/Project Coordinator within Wealth Management Solutions. The role focuses on moving department initiatives, coordinating activities, and preparing updates for stakeholders.

You will also support communications, events, and employee engagement, promoting productivity and collaboration. The position offers in-person collaboration with some flexibility and requires strong organizational and problem-solving skills to drive

Qualifications

• Associate Degree or 3–5 years of admin/project management experience.
• Excellent communication and negotiation skills.
• Highly organized with strong attention to detail.
• Able to manage multiple tasks in a dynamic environment.
• Proficiency with Microsoft Word, Excel, PowerPoint, SharePoint, Outlook, Copilot or similar AI-enabled tools, Concur, and purchasing systems.

Responsibilities

• Support department initiatives and projects.
• Maintain project plans and tracking tools, coordinate activities, monitor milestones and deliverables, and follow up on action items.
• Prepare leadership materials, Business Development updates, project status reports and metrics.
• Coordinate department topics and staff communications, including leadership updates and talking points.
• Provide end-to-end event planning and logistical support for department events, leadership meetings and onboarding sessions.

Skills

Excellent communication

Attention to detail

Time management

Independent initiative

Critical thinking

Education

Associate Degree

3–5 years admin/PM experience

Tools

Microsoft Word

Excel

PowerPoint

SharePoint

Outlook

Copilot/AI tools

Concur

Purchasing systems

Job description

Ameriprise Financial Services, LLC. is seeking an organized Administrative/Project Coordinator within Wealth Management Solutions. The role focuses on moving department initiatives, coordinating activities, and preparing updates for stakeholders.

You will also support communications, events, and employee engagement, promoting productivity and collaboration. The position offers in-person collaboration with some flexibility and requires strong organizational and problem-solving skills to drive