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Branch Office Administrator

Allworth Financial220 Norwood Park South🇺🇸United States

Quick overview

SeniorityMid Senior
Work modeHybrid
Location220 Norwood Park South, United States
Microsoft OfficeCRMDocument ManagementScheduling

Job description

About Allworth Financial

Allworth Financial (www.allworthfinancial.com) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.

Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.

Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.

This is an excellent opportunity for a professional who loves working directly with clients, has a proven track record of extreme attention to detail, and wants to work in a fast-paced, challenging, team-oriented, and rewarding environment. Allworth Financial is has won multiple local and national Best Places to Work awards an is among Barron's Top 100 RIA firms for 2020! Allworth Financial is seeking a Branch Office Administrator for our Norwood, MA branch office. The Branch Office Administrator is a critical role serving as the first impression for inbound phone calls and in-office visits.  This position is full time and an hourly/non-exempt position that pays between $22-30/hour depending on experience. Please note- this role works onsite during regular business hours, Monday through Friday.

DUTIES AND RESPONSIBILITIES:

  • Delivering positive, reliable and memorable phone service experiences to our wealth management clients
  • Greeting and assisting our clients as they arrive for appointments as well as assisting "walk-in" clients with whatever needs they may have
  • Re-stock supplies, beverages and keep breakroom clean
  • Scheduling and confirming client appointments for the advisor team
  • General administrative duties to support the office and the other associates
  • Periodic backup or supplemental coverage for Service Associates
  • Handling incoming and outgoing mail
  • Receiving all deliveries and routing to the appropriate recipient
  • Directing incoming client phone calls to the assigned service team
  • Seeking to impress our clients with every interaction
  • Focusing on quality and accuracy of work
  • Suggesting and implementing process improvements
  • Consistently demonstrating Allworth’s guiding principles

QUALIFICATIONS

  • Passion for excellent service and client satisfaction
  • Excellent verbal and written communication skills
  • 2+ years of Front Desk/Receptionist work experience
  • Ability to multi-task and prioritize work daily with frequent interuptions
  • Flexibility and embraces change
  • Strong team player and approachable
  • High degree of professionalism
  • Proficient with Microsoft Office applications as well as Client Relationship Management (CRM) and Document Management workflow system

BENEFITS

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

  • Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
  • Dental insurance with MetLife
  • Vision insurance with VSP
  • Optional supplemental benefits
  • Healthcare savings accounts with company contribution
  • Flexible spending accounts
  • Flexible working arrangements
  • Generous 401K contributions
  • Exempt associates qualify for our flexible paid time off policy
  • Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
  • 11 Paid Holidays
  • Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
  • Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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