Front Desk Administrative Assistant
About The Position
The Front Desk Administrative Assistant works in a fast-paced financial planning office in Voorhees, New Jersey, serving as a first point of contact for clients and providing administrative and operational support to the advisory team. The role helps the office run smoothly so financial advisors can focus on serving clients, strengthening relationships, and growing the practice. The position is with an independent financial advisor franchisee affiliated with Ameriprise Financial. The successful candidate will be employed by the independent advisor in practice and support its daily administrative and client-service operations. This is a full-time position with an annual salary of $35,000 to $45,000.
Requirements
- High school diploma or equivalent required.
- 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.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
