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

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 o􀆯ice 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 O􀆯ice (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

Ameriprise 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.