Planning and Administration Coordinator

Ameriprise Financial Services, LLC

. Coordinate departmental priorities, schedules, deliverables, and administrative activities .

Posted 10/23/2026full-timeCharlotte • North Carolina • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational and project management capabilities, with a focus on coordinating departmental activities, managing multiple priorities, and improving business processes. Proficient in communication and collaboration across teams to support stakeholder engagement and program effectiveness.

Highest-signal resume keywords

Project ManagementMicrosoft Office ProficiencyCommunication SkillsOrganizational SkillsProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Project ManagementData AnalysisReport PreparationExpense TrackingAdministrative Coordination

Soft Skills

Problem-SolvingCritical ThinkingCollaborationDiscretionIndependence

Tools & Technologies

Microsoft OfficeBusiness Technology Tools

Industry Keywords

Stakeholder EngagementPerformance ManagementBusiness CommunicationsConfidential Information ManagementEvent Coordination

About the role

Key responsibilities & impact

Coordinate departmental priorities, schedules, deliverables, and administrative activities
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 on programs, performance management activities, process improvements, and business communications
Track, compile, and organize program and departmental data
Keep stakeholders informed of key updates and deadlines
Coordinate and manage small projects from planning through completion
Contribute to larger initiatives
Identify opportunities to improve business processes, increase efficiency, and strengthen organizational effectiveness

Requirements

What you’ll need

3-5 years of administrative, coordination, project management, or related experience
Associate degree or equivalent combination of education and relevant experience
Demonstrated ability to manage multiple priorities
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 that does not now or in the future require visa sponsorship

Benefits

Comp & perks

Hybrid work arrangement with flexibility to work from home one (1) day per week
Equal opportunity employer
Inclusive and accessible recruitment process
Reasonable accommodations for individuals with disabilities during recruitment and interviews