Front Desk/Support Role

Jambalaya Group

Warrenville (IL)

On-site

USD 21,000 - 28,000

Full time

5 days ago
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Job summary

Ameriprise Financial in Warrenville, IL is seeking a Front Desk/Administrative Support role to greet clients, support daily operations, and ensure a smooth office environment. You will handle calls, schedule meetings, update client records in the CRM, and coordinate with advisors and vendors in a fast-paced setting.

The role requires strong communication, attention to detail, and the ability to multitask while upholding confidentiality.

Qualifications

  • High school diploma or equivalent required; associate’s degree preferred.
  • 1–3 years receptionist/administrative/customer service experience.
  • Strong verbal and written communication skills.
  • Proficiency in Microsoft Office (Outlook, Word, Excel).
  • Experience with CRM systems (Salesforce) is a plus.

Responsibilities

  • Greet and assist clients, visitors, and vendors in a professional, welcoming manner.
  • Answer and route incoming calls, texts, and emails promptly.
  • Manage mail, packages, and deliveries; maintain a clean office environment.
  • Schedule appointments and manage calendars for advisors or team members.
  • Maintain client records in CRM and assist with onboarding paperwork.

Skills

Communication
Microsoft Office
CRM (Salesforce)
Organization
Customer service

Education

High school diploma
Associate’s degree preferred

Tools

Salesforce

Job description

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

The Front Desk/Support Role serves as the first point of contact for the oice while providing essential administrative support to ensure smooth daily operations. This role requires strong communication skills, attention to detail, and the ability to multitask in a fast-paced environment.

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 oice 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 Oice (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

The salary will be Hourly $15-20

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.

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