Front Desk Administrative Assistant

Ameriprise•Voorhees, NJ

10d

About The Position

Ameriprise Financial is seeking a dependable, service-oriented Front Desk Administrative Assistant for a friendly, fast-paced financial planning office in Voorhees, New Jersey. The role is an important first point of contact for clients and provides administrative and operational support to the advisory team, helping the office run smoothly and enabling financial advisors to focus on client service, relationships, and practice growth. This position is with an independent financial advisor franchisee affiliated with Ameriprise Financial. The successful candidate will be employed by the independent advisor in the practice and will support its daily administrative and client-service operations. The role offers the opportunity to build administrative and client-service experience in a professional financial planning environment as part of a supportive, client-focused team.

Requirements

Strong organizational skills and careful attention to detail.
Professional, friendly, and clear written and verbal communication.
A welcoming, client-focused approach and a polite phone manner.
Ability to manage multiple priorities and follow through in a fast-paced environment.
Strong time-management skills and confidence using computers and office systems.
Ability to collaborate effectively with financial advisors and other team members.
Willingness to follow established policies, procedures, and compliance requirements.
A positive attitude, dependability, and a sincere desire to learn and grow.
High school diploma or equivalent required.

Nice To Haves

Additional education is welcomed.
Previous administrative, front desk, customer service, or office support experience preferred.
Experience in financial services or a professional office environment is helpful but not required.

Responsibilities

Welcome clients and visitors and provide a warm, professional office experience.
Assist with scheduling client appointments and preparing agendas, forms, and meeting materials.
Prepare correspondence and documents for advisor review and signature.
Track client and practice materials, including business correspondence and follow-up items.
Support the team with day-to-day administrative and operational activities.
Maintain organized client records and accurately document client communications.
Assist with appointment reminders, client check-ins, and routine follow-up activities.
Help coordinate office projects, client events, and other practice initiatives.
Provide general office support, including filing, copying, and maintaining office materials.
Perform additional allowable duties as assigned by the financial advisor.