Front Desk/Support Role

Threadneedle group

Warrenville, Northern (IL, KY)

Hybrid

USD 21,000 - 28,000

Full time

6 days ago
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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

## Front Desk/Support RoleApply: On-Site: Warrenville, Illinois: Full time: Posted Today: End Date: October 21, 2026 (29 days left to apply): R26\\_2871At 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.*
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