Receptionist/Administrative Assistant

ForFutures Financial Planning

A private wealth advisory practice of Ameriprise Financial Services, LLC

Employment Opportunity for:

Beginner to Experienced Receptionist

Full-Time / In-Office

About Us

We are a client-centric financial planning practice dedicated to helping individuals and families make confident, well-informed financial decisions. Our approach is rooted in comprehensive planning, long-term relationships, and personalized guidance.

The Opportunity

This is an excellent opportunity for a motivated, service-oriented individual to begin a career in the financial services industry. As the first point of contact for our clients, you will play a critical role in delivering an exceptional client experience while supporting the daily operations of a growing financial planning practice.

This position is ideal for someone who enjoys working with people, is highly organized, and takes pride in creating a welcoming and professional environment. You will also gain valuable exposure to client relationship management, financial planning operations, marketing initiatives, and business development activities.

We are committed to investing in the right candidate and providing opportunities for professional growth.

Key Responsibilities

Client Experience & Front Desk Responsibilities

· Manage the reception desk and serve as the face of the firm, creating a welcoming and positive first impression for clients, visitors, and vendors while cultivating strong client relationships through exceptional service, thoughtful communication, and proactive engagement.

• Answer, screen, and direct incoming phone calls professionally.
• Manage meeting schedules, conference room reservations, and appointment confirmations.
• Serve as a resource for general client and office-related inquiries.
• Respond to client inquiries, coordinate advisor follow-up, and maintain confidentiality in accordance with privacy and compliance standards.
• Maintain accurate client records, preferences, milestones, and relationship notes within the Customer Relationship Management (CRM) system.

Administrative & Office Support

• Prepare, organize, scan, file, and maintain client and firm documents.
• Update and maintain client information within the CRM.
• Manage office mail, supplies, vendor deliveries, and general administrative tasks.
• Assist with special projects and coordinate maintenance or service requests for office equipment as needed.

Client Care & Relationship Management

• Coordinate client onboarding, welcome gifts, appreciation programs, and personalized outreach.
• Recognize client milestones and life events through cards, gifts, and other thoughtful touchpoints.
• Assist with referral recognition and other relationship-building initiatives.

Meeting, Event & Marketing Support

• Prepare conference rooms, client materials, presentations, and meeting packets.
• Assist in coordinating client events, educational seminars, workshops, and appreciation programs.
• Assist with marketing campaigns, newsletters, invitations, email communications, and social media updates.
• Manage event registrations, communications, logistics, and follow-up activities.

Qualifications

• Exceptional client service and interpersonal skills.
• Strong organizational and multitasking abilities.
• Excellent written and verbal communication skills.
• Ability to maintain confidentiality and professionalism.
• Knowledge with Microsoft Office preferred.
• Detail-oriented with strong follow-through and problem-solving skills.

To Apply

Please submit your resume to our Practice Manager, Jackie, at [email protected].

Ameriprise Financial Services, LLC, is an Equal Opportunity Employer.

Investment advisory services and products are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2026 Ameriprise Financial, Inc. All rights reserved.

Pay: From $20.00 per hour

Benefits:

• 401(k) matching
• Health insurance
• Paid time off

Work Location: In person