Ameriprise Financial

Front Desk/Support Role

United States · On-site · Full time

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About the role

Description from the employer’s posting. Check the employer’s page for the current version.

  • EmployerAmeriprise Financial
  • LocationUnited States
  • Work styleOn-site
  • Employment typeFull time
  • Employer posted

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

The Front Desk/Support Role serves as the first point of contact for the o􀆯ice while providing essential administrative support to ensure smooth daily operations. This role requires strong communication skills, attention to detail, and the ability to multitask in a fast-paced environment.

Key Responsibilities:

Show full description

Front Desk & Client Experience

Greet and assist clients, visitors, and vendors in a professional, friendly, approachable, client-focused and welcoming manner

Answer and route incoming calls, texts, and emails promptly and accurately

Manage incoming and outgoing mail, packages, and deliveries

Maintain a clean, organized, and professional office environment

Administrative Support

Schedule appointments, meetings, and conference rooms

Maintain calendars for advisors or team members

Prepare, format, and distribute correspondence and documents

Assist with data entry and updating client records in CRM systems

Support onboarding paperwork and general office documentation

Office Operations

Order and maintain o􀆯ice supplies and equipment

Coordinate with vendors and service providers as needed

Help organize meetings, events, and client communications

Assistance with account paperwork, e-forms, check deposits, or service requests

Compliance & Confidentiality

Maintain strict confidentiality of client and company information

Follow company procedures and industry regulatory guidelines

Maintain mail and check log

Qualifications:

High school diploma or equivalent (associate’s degree preferred)

1–3 years of receptionist, administrative, or customer service experience.

Strong verbal and written communication skills.

Proficiency in Microsoft O􀆯ice (Outlook, Word, Excel)

Experience with CRM systems (Salesforce) is a plus

Highly organized with strong attention to detail

Key Skills:

Professional demeanor and strong interpersonal skills

Multitasking and time management

Problem-solving and adaptability

Discretion and reliability

Customer service mindset

Preferred Traits:

Team player with a positive attitude

Proactive and able to anticipate needs

Comfortable in a structured, detail-oriented environment

Exposure to financial services or willingness to learn industry basics

Additional Details:

On Site Position – 28381 Davis Pkwy, Ste 703, Warrenville, IL 60555

Business/Professional attire required

Monday-Friday 8:30 AM - 5:00 PM

Compensation: Hourly $15-20

Base Pay Salary

The salary will be Hourly $15-20

Full-Time/Part-Time

Full time

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.

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At a glance

  • Work styleOn-site
  • Employment typeFull time
  • Employer posted
  • Added to ROLIVA
  • Last checked

Skills in this posting

Skills ROLIVA found in the employer’s own description above. A mention is not a requirement.

Excel Salesforce

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