Receptionist

Posted Yesterday
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Pensacola, FL
Entry level
Fintech
The Role
The Receptionist manages client inquiries, appointments, and the reception area, ensuring a welcoming environment and processing necessary office tasks.
Summary Generated by Built In

Provide Receptionist support for a Top Ameriprise Franchise Advisor office. Attend to clients and manage inquiries on the phone or in person. Serve as the primary liaison to the practice and the Team for all issues and initiatives. Supply information regarding the practice and the Team to the general public, clients and prospects.

Responsibilities:

  • Manage main switchboard number for the office.

  • Manage scheduling and rescheduling of appointments for the Advisors and Team.

  • Manage Reception area and ensure its always clean, adequate refreshments and clients and guests are taken care of. Greet guests or clients; notify appropriate party of guest or client’s arrival. walking clients/guests back to Advisor’s office or Conference Room.

  • Manage/maintain inventory and office supplies for office.

  • Process incoming/outgoing mail.

  • Maintain front desk documented procedure information.

  • Place service requests and orders. Accept all vendor deliveries such as mail, catering, florists, movers, deliveries, etc.

  • Ad hoc projects as needed.

Required Qualifications:

  • Associate degree or equivalent working experience.

  • Knowledge of administrative and clerical procedures, customer service principles and practices. Strong interpersonal & communication skill.

  • High degree of customer service orientation, ability to manage multiple priorities in a fast-paced environment.

  • Strong organizational and planning skills.

  • Exceptional attention to detail. Takes initiative when warranted. Positive and energetic attitude. Can tolerate stressful situations.

  • Demonstrable/advanced working knowledge/experience using Microsoft Suite of software - Outlook, Word, PowerPoint, Excel.

About Our Company

With the right company, life can Be Brilliant®. 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 and we can Be Brilliant® together.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

This is a Full-Time -Non-Exempt position that comes with an attractive salary.

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.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Top Skills

Excel
Microsoft Suite
Outlook
PowerPoint
Word
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The Company
Minneapolis, MN
16,649 Employees
On-site Workplace
Year Founded: 1894

What We Do

Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.

We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.

Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.

Learn how you can build your career at Ameriprise Financial.

*Ameriprise Financial Q2 2020 Statistical Supplement

All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.

By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.

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

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