Client-Focused Front Desk & Admin Support

Threadneedle group; Warrenville, Northern (IL, KY); Hybrid; USD 21,000 - 28,000; Full time

Job summary

Ameriprise Financial Franchise is seeking a Front Desk/Support role on-site at 28381 Davis Pkwy, Ste 703, Warrenville, IL 60555. You will be the first point of contact, greet clients, manage phones, mail, and provide essential administrative support to keep daily operations running smoothly.

Candidates should have 1–3 years of receptionist or administrative experience, strong communication, and proficiency in Microsoft Office.

Qualifications

• High school diploma or equivalent (associate’s degree preferred).
• 1–3 years of receptionist, administrative, or customer service experience.
• Proficiency in Microsoft Office (Outlook, Word, Excel).
• Experience with CRM systems (Salesforce) is a plus.
• Highly organized with strong attention to detail.

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 confidentiality of client and company information.

Skills

Verbal and written communication

Multitasking

Time management

Organizational skills

Problem solving

Discretion and reliability

Customer service mindset

Team player

Attention to detail

Adaptability

Education

High school diploma or equivalent (associate’s degree preferred)

Tools

Microsoft Office

Salesforce

Job description

Ameriprise Financial Franchise is seeking a Front Desk/Support role on-site at 28381 Davis Pkwy, Ste 703, Warrenville, IL 60555. You will be the first point of contact, greet clients, manage phones, mail, and provide essential administrative support to keep daily operations running smoothly.

Candidates should have 1–3 years of receptionist or administrative experience, strong communication, and proficiency in Microsoft Office.