Part Time/Intern Administrative/Planning… at Ameriprise… · Reading

Summary: Ameriprise Financial Services, LLC provides investment advice, asset management, and insurance solutions. The part-time intern Administrative/Planning Assistant will support office operations, scheduling, documentation, records maintenance, planning activities, reporting, workflow coordination, and administrative support for financial professionals.

Responsibilities:
- Support day-to-day office operations, including scheduling meetings, organizing documentation, and maintaining client and internal records
- Assisting with planning activities, preparing basic reports, and supporting production planning tasks such as tracking deadlines and deliverables
- Communicating with team members, responding to routine inquiries, and providing general administrative support to financial professionals

Required Qualifications:
- Strong interpersonal skills and the ability to work collaboratively with advisors, clients, and team members
- Analytical skills and planning abilities to assist with organizing tasks, timelines, and basic data review
- Clear and professional communication skills, including written and verbal communication in a business setting
- Interest in production planning or workflow coordination, with the ability to support tracking of tasks and priorities
- Proficiency with common office software (e.g., Microsoft Office or similar tools) and comfort learning new systems
- Organizational skills, attention to detail, and reliability in handling confidential information
- Demonstrated interest in financial services or client-focused professional environments is beneficial

Preferred Qualifications:
- Current student or recent graduate in Business, Finance, Economics, or related field is preferred but not required

Required Skills: Microsoft Office, Workflow Coordination