Front Desk/Support Role
About The Position
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. 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)
- Experience with CRM systems (Salesforce) is a plus
- Highly organized with strong attention to detail
Nice To Haves
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
