Front Desk/Support Role
Ameriprise Financial Services, LLC•Warrenville, IL
•$15 - $20•Onsite
About The Position
The Front Desk/Support Role serves as the first point of contact for the office 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.
Requirements
- 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 Office (Outlook, Word, Excel)
- Highly organized with strong attention to detail
- Professional demeanor and strong interpersonal skills
- Multitasking and time management
- Problem-solving and adaptability
- Discretion and reliability
- Customer service mindset
Nice To Haves
- Experience with CRM systems (Salesforce) is a plus
- 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
Responsibilities
- 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
- 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
- Order and maintain office 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
- Maintain strict confidentiality of client and company information
- Follow company procedures and industry regulatory guidelines
- Maintain mail and check log
Benefits
- Base Pay Salary
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
