Receptionist at Ameriprise Financial in Houston, Texas

Job Description:

Step into an instrumental role as the Receptionist for multiple Barron and Forbes awarded, wealth management firm. Help conduct the smooth operation of a fast-paced-and friendly- office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial.

This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

Responsibilities of the Receptionist will include the following:

• Greet clients and offer them drinks when they arrive for appointments;




• Announce client arrivals to the appropriate staff;




• Validate guest parking;




• Answer incoming phone lines and redirect callers appropriately;




• Schedule meetings for financial advisors;




• Retrieve, process, log and distribute incoming and outgoing mail, checks and faxes;




• Accept and distribute express mail deliveries;




• Prepare daily overnight packages for delivery to Ameriprise headquarters;




• Maintain a clean desk area and office kitchen;




• Order supplies for the office and kitchen;




• Restock office snack supplies and copier supplies; and




• Provide general clerical support to multiple advisors, including data entry, alphabetizing client documents, scanning and filing electronic client documents, drafting business letters and other related duties as needed.

Key Traits of a Successful Receptionist:

• Strong organizational and computer skills




• Direct attention to detail and organization




• Effective communication with clients and other advisors/staff




• Effective and efficient time management




• Polite and clear phone manner




• Ability to multi-task




• Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise




• Ability to support and provide guidance for compliance within the advisor's practice




• Positive attitude and sincere willingness to constantly learn and grow.

Requirements:

• High school degree required; college degree preferred;




• 1 - 3 years' experience in an administrative support capacity, with wealth management experience preferred; and




• Professional attitude and presentation.

Our Commitment to You:

Genuine Work/Life Balance:
This is an in-office position, with a requirement to be present at the office for client meetings, team meetings, and daily operations. We offer supportive work environment that promotes a healthy balance between professional responsibilities and personal time.

Collaborative & Positive Team Culture:
Join a close-knit, supportive team of motivated professionals who work together to achieve shared goals and maintain a positive, engaging environment.

Growth & Advancement Opportunities:
Your career development is important to us. As you contribute to the team's success, you'll have opportunities to take on greater responsibility and advance within the firm.

Autonomy and Responsibility:Enjoy the freedom to manage your role with confidence and independence while being part of a team that supports your decisions and growth.

Professional Development & Learning:
We offer a range of training programs and continuing education opportunities to help you enhance your skills and knowledge, keeping you at the forefront of the financial industry.

Comprehensive Compensation & Benefits:

Salary Range:
$45,000 to $50,000 per year, based on experience and qualifications.

Retirement & Financial Security:

• 401(k) Plan:Employer contribution up to 3%




• Health & Insurance Benefits:Comprehensive plans with employer contributions towards premiums for both individuals and families for health, dental, and vision insurance.




• HSA Contributions:Employer contributions to your Health Savings Account, if on High Deductible Plan




• Life Insurance:$50,000 covered by the company.

Generous Paid Time Off:

• 8 paid holidays and 13+ PTO days annually, with additional PTO days earned based on years of service to unwind and relax. Plus, take advantage of our Volunteer Time Off program, allowing you to give back.

Additional Perks:

• Paid parking and mileage reimbursement (if necessary).




• Quarterly team volunteering events.

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

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