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 oice 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:
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 oice 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 Oice (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 $15-20Full-Time/Part-Time
Full timeAmeriprise 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.