What are the responsibilities and job description for the Front Desk Receptionist position at Ameriprise Financial Services, LLC?
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
Stone Harbor Wealth Partners
Stone Harbor Wealth Partners, a financial advisory practice of Ameriprise Financial Services, LLC. is seeking a professional, organized, and friendly Front Office Receptionist to serve as the first point of contact for our clients and visitors. This entry level, hourly position is ideal for someone looking to gain experience in a professional office environment while providing excellent customer service and administrative support. The role is essential to maintaining a welcoming, efficient, and polished office atmosphere. This position will report directly to the Operations Director.
Equal Opportunity Employer
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.
Key Responsibilities
Visitor & Client Interaction
Greet clients and visitors promptly and professionally
Manage visitor flow and direct guests to appropriate areas
Ensure clients feel welcome and comfortable upon arrival
Communication Management
Answer, screen, and route incoming phone calls
Receive and distribute mail, packages, and deliveries
Assist with outgoing correspondence and client mailings
Scheduling & Logistics
Schedule appointments as needed
Coordinate conference room usage and prepare rooms for meetings
Maintain meeting areas before and after scheduled use
Administrative Support
Provide general office support to staff as needed
Perform light data entry and routine filing
Assist with overflow administrative tasks
Office Maintenance
Keep the reception area, conference rooms, and common spaces clean, professional, and well‑organized
Ensure front office and meeting spaces are stocked with supplies
Coordinate office maintenance and repair needs in collaboration with the Chief Operating Officer and Client Support Service staff
Required Qualifications
High School Diploma or GED
Previous experience working in an office environment as a receptionist, customer service representative, or in office administration
Excellent verbal and written communication skills
Professional, friendly, and courteous demeanor
Proficiency with Microsoft Office Suite (Word, Excel, Outlook), scheduling software, phone systems, printers, and other standard office equipment
Strong organizational skills, including time management, multitasking, attention to detail, and ability to prioritize tasks
Ability to handle problems calmly and professionally
Reliable, punctual, customer‑focused, and able to work well under pressure
Preferred Qualifications
Excellent customer service and communication skills
Strong organizational, multitasking, and time‑management abilities
High level of professionalism in a fast‑paced office environment
Proficiency with Microsoft Office and other office software
Benefits
Paid vacation time off and IRA match
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.
This position is with an Ameriprise Financial Franchise owner.
Job Description
Stone Harbor Wealth Partners
Stone Harbor Wealth Partners, a financial advisory practice of Ameriprise Financial Services, LLC. is seeking a professional, organized, and friendly Front Office Receptionist to serve as the first point of contact for our clients and visitors. This entry level, hourly position is ideal for someone looking to gain experience in a professional office environment while providing excellent customer service and administrative support. The role is essential to maintaining a welcoming, efficient, and polished office atmosphere. This position will report directly to the Operations Director.
Equal Opportunity Employer
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.
Key Responsibilities
Visitor & Client Interaction
Greet clients and visitors promptly and professionally
Manage visitor flow and direct guests to appropriate areas
Ensure clients feel welcome and comfortable upon arrival
Communication Management
Answer, screen, and route incoming phone calls
Receive and distribute mail, packages, and deliveries
Assist with outgoing correspondence and client mailings
Scheduling & Logistics
Schedule appointments as needed
Coordinate conference room usage and prepare rooms for meetings
Maintain meeting areas before and after scheduled use
Administrative Support
Provide general office support to staff as needed
Perform light data entry and routine filing
Assist with overflow administrative tasks
Office Maintenance
Keep the reception area, conference rooms, and common spaces clean, professional, and well‑organized
Ensure front office and meeting spaces are stocked with supplies
Coordinate office maintenance and repair needs in collaboration with the Chief Operating Officer and Client Support Service staff
Required Qualifications
High School Diploma or GED
Previous experience working in an office environment as a receptionist, customer service representative, or in office administration
Excellent verbal and written communication skills
Professional, friendly, and courteous demeanor
Proficiency with Microsoft Office Suite (Word, Excel, Outlook), scheduling software, phone systems, printers, and other standard office equipment
Strong organizational skills, including time management, multitasking, attention to detail, and ability to prioritize tasks
Ability to handle problems calmly and professionally
Reliable, punctual, customer‑focused, and able to work well under pressure
Preferred Qualifications
Excellent customer service and communication skills
Strong organizational, multitasking, and time‑management abilities
High level of professionalism in a fast‑paced office environment
Proficiency with Microsoft Office and other office software
Benefits
Paid vacation time off and IRA match
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.