Client-Focused Front Desk & Admin Assistant

00001 Ameriprise Financial Inc; Voorhees Township (NJ); On-site; USD 35,000 - 45,000; Full time

Job summary

Ameriprise Financial is seeking a Front Desk Administrative Assistant for a busy financial planning office in Voorhees, NJ. The role serves as the first point of contact for clients and provides essential administrative support to the advisory team, helping the office run smoothly and enabling advisors to focus on clients and growth.

The position offers exposure to a professional financial planning environment with opportunities to develop administrative and client-service experience within a

Qualifications

• 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.

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.

Skills

Organizational skills

Written and verbal communication

Client-focused approach

Time management

Team collaboration

Policy/compliance awareness

Dependability

Education

High school diploma or equivalent

Job description

Ameriprise Financial is seeking a Front Desk Administrative Assistant for a busy financial planning office in Voorhees, NJ. The role serves as the first point of contact for clients and provides essential administrative support to the advisory team, helping the office run smoothly and enabling advisors to focus on clients and growth.

The position offers exposure to a professional financial planning environment with opportunities to develop administrative and client-service experience within a