Part Time/Intern Administrative/Planning assistant at Ameriprise Financial Services, LLC Part Time/Intern Administrative/Planning assistant at Ameriprise Financial Services, LLC in Reading, Pennsylvania Posted in 1 day ago.

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part-time Company Description Ameriprise Financial Services, LLC has been helping clients feel more confident about their financial future for over 130 years, offering investment advice, asset management, and insurance solutions. With a nationwide network of approximately 10,000 financial advisors and offices in all 50 states, Ameriprise serves a broad range of individual and institutional investors. The company maintains corporate locations throughout the U.S. and internationally, supported by a comprehensive set of advisory products and services. As a member of FINRA and SIPC, Ameriprise provides regulated securities and investment advisory services while emphasizing informed decision-making and responsible risk management. Role Description This is a part-time, intern Administrative/Planning Assistant role based on-site in Reading, PA. The assistant will support day-to-day office operations, including scheduling meetings, organizing documentation, and maintaining client and internal records. Responsibilities include assisting with planning activities, preparing basic reports, and supporting production planning tasks such as tracking deadlines and deliverables. The role also involves communicating with team members, responding to routine inquiries, and providing general administrative support to financial professionals. The position is designed to offer exposure to financial planning practices and office administration in a professional environment. 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. Current student or recent graduate in Business, Finance, Economics, or related field is preferred but not required. Demonstrated interest in financial services or client-focused professional environments is beneficial.