Ameriprise
Direct Workday career site

Receptionist/Administrative Assistant

Location
Glendale, AZ · On-site
Job type
Full-time
Level
Mid-level
Experience
1+ year
Listed
14 days ago

Skills & highlights for this role

  • Client service experience in a fast-paced environment
  • Customer service
  • Interpersonal skills
  • Organizational skills
  • Multi-tasking
  • CRM software
  • Microsoft Excel
  • Microsoft Word
  • Microsoft Outlook
  • Compliance adherence

About the role

An Ameriprise Private Wealth Advisory Practice in Glendale, Arizona assisting clients in meeting their financial goals with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.

Acts as the voice of the practice in serving as the initial point of contact for incoming client calls and client service needs. Aids in a variety of administrative and client service functions with a strong emphasis on professionalism.

Qualifications

  • At least one year of client service experience in a fast-paced environment.
  • Strong customer service and interpersonal skills for handling sensitive and confidential situations.
  • Organizational skills, ability to prioritize a diverse workload and multi-tasking, and taking initiative in daily responsibilities.
  • Strong work ethic, courteous, team player, and high degree of professionalism.
  • Proficiency in CRM, Excel, Word, and Outlook is required.
  • Ability to adhere to rules and regulations as stated and required by Advisor and Ameriprise Financial.
  • Ability to support compliance within the Advisor’s practice.

Position Responsibilities

  • Responsible for answering all incoming calls, helping clients when possible, taking accurate messages, and routing calls appropriately.
  • Ensures clients are connected with the appropriate team member to handle their needs.
  • Greets clients, extends hospitality, directs them to the appropriate area, and alerts appropriate team member.
  • Responsible for calendar management; including, scheduling and confirming client appointments, preparing agendas and required forms for meetings, maintaining service cycles, and properly documenting all client contact.
  • Routes incoming mail and correspondence.
  • Prepares outgoing mail and correspondence.
  • Coordinates monthly/quarterly/yearly mailings for the practice.
  • Provides general administrative support such as preparing correspondence, the completion of forms, generating reports, processing confidential documents, and maintaining supplies for the practice.
  • Assists with special projects for various areas of the Company.

Full-Time/Part-Time

Full time

About Ameriprise

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.

Read the original posting

From Ameriprise's careers page, first listed on Rolev.ai on October 27, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

Rolev.ai is a job search and application tool for US job seekers. For this Receptionist/Administrative Assistant role at Ameriprise, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.

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Common questions

Where is the Receptionist/Administrative Assistant job at Ameriprise located?

This Receptionist/Administrative Assistant position at Ameriprise is located in Glendale, AZ (On-site). Always check Ameriprise's application page for specific state eligibility or relocation policies.

What qualifications are required for Receptionist/Administrative Assistant at Ameriprise?

For the Receptionist/Administrative Assistant role, Ameriprise highlights 1+ year of relevant experience; experience with Client service experience in a fast-paced environment, Customer service, Interpersonal skills, Organizational skills, Multi-tasking, CRM software. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.

How do I apply for the Receptionist/Administrative Assistant position at Ameriprise?

This listing links directly to Ameriprise's Workday application page. You can apply directly on Ameriprise's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.