Planning and Administration Coordinator

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.