Branch Office Administrator

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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