Planning and Administration Coordinator

Posted Yesterday
Be an Early Applicant
Charlotte, NC, USA
In-Office
Mid level
Fintech
The Role
Coordinates departmental priorities, schedules, meetings, events, communications, deliverables, and administrative activities. Prepares reports and leadership materials, tracks expenses and program data, supports performance management and process improvements, and manages small projects. Partners across teams to improve efficiency, maintain stakeholder communication, and strengthen organizational effectiveness while handling confidential information with discretion.
Summary Generated by Built In

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

Line of Business

AFG 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.

Skills Required

  • 3-5 years of administrative, coordination, project management, or related experience
  • 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
  • Ability to work independently and proactively with limited direction
  • Valid U.S. work authorization without current or future visa sponsorship requirements

Ameriprise Financial Services, LLC Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ameriprise Financial Services, LLC and has not been reviewed or approved by Ameriprise Financial Services, LLC.

  • Retirement Support — Feedback suggests a 401(k) with company contributions and financial well‑being programs strengthens long‑term savings. Employee stock purchase access and planning subsidies further support retirement readiness.
  • Strong & Reliable Incentives — Feedback suggests annual and long‑term performance incentives, alongside variable or commission components in advisor roles, can create meaningful upside for certain positions. Licensing support and bonus opportunities reinforce a performance‑linked pay mix.
  • Flexible Benefits — Feedback suggests flexible work options, the ability to purchase extra vacation, and paid volunteer time provide adaptable benefits for different life needs. On‑site clinic and fitness resources at headquarters and wellbeing programs add convenient lifestyle support.

Ameriprise Financial Services, LLC Insights

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The Company
HQ: Minneapolis, MN
16,649 Employees
Year Founded: 1894

What We Do

Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals. We believe that with the right advisor, the right advice, and the right firm, life can be brilliant. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Learn how you can build your career at Ameriprise Financial. *Ameriprise Financial Q2 2020 Statistical Supplement All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested. By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial. Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.

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