Front Desk Administrative Assistant

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

Are you organized, professional, and passionate about creating a welcoming experience for others? We are seeking a dependable and service-oriented Front Desk Administrative Assistant to join a friendly, fast-paced financial planning office in Voorhees, New Jersey.

In this role, you will be an important first point of contact for clients while providing administrative and operational support to the advisory team. Your work will help the office run smoothly and allow the financial advisors to focus on serving clients, strengthening relationships, and growing the practice.

WHY JOIN US

Become part of a supportive, client-focused team where your contributions will directly support the success of the practice. This role offers the opportunity to build valuable administrative and client-service experience in a professional financial planning environment.

About The Practice

This 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 will support its daily administrative and client-service operations.

Key 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.
  
  

What We Are Looking For

• Strong organizational skills with 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.
  
  

Education And Experience

• High school diploma or equivalent required; 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.
  
  

Base Pay Salary

The salary will be $35,000 to $45,000 annually

Full-Time/Part-Time

Full time

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.