Branch Office Administrator

Duties And Responsibilities

• Delivering exceptional service experiences with every client interaction
• Greeting and assisting our clients and guests with service requests and appointments
• Receiving all deliveries and routing to the appropriate recipient
• Preparing internal mail for routing to appropriate offices; receiving, opening and sorting daily mail
• Managing and reviewing calendars for advisors and preparing appropriate materials for upcoming appointments; making outbound client calls confirming appointments
• Preparing and stocking refreshments for the office daily
• Restocking supplies for the office
• Helping with snacks, beverages and meals as needed for the office staff or clients
• Directing incoming client phone calls to appropriate departments
• Managing office supplies and restocking as needed
• Aiding in facilities-related issues and tasks as needed
• Assisting with administrative duties as needed
• Suggesting and embracing process improvements
• Focusing on quality and accuracy of work
• Consistently demonstrating Allworth’s guiding principles

Qualifications

• Passion for excellent service and client satisfaction
• Excellent verbal and written communication skills
• 2+ years of general administration and phone experience
• Strict attention to detail
• Ability to multi-task and prioritize work daily
• Flexibility and embraces change
• Strong organizational skills and ability to meet all deadlines
• Strong team player and approachable
• High degree of professionalism
• Proficient with Microsoft Office and navigation of systems
• BS/BA degree or equivalent work experience preferred

Physical Requirements

• Works in an office environment
• Requires extended periods of sitting or standing at a desk, talking on the phone, and typing
• Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer
• Occasionally move about inside the office to access file cabinets, office equipment, etc.
• May carry or lift weight up to 10 lbs. in very limited occurrences

Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSPO
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions

Pay

Salary range between $57k-$60k, with eligibility for an annual bonus based on performance.

Schedule

Full-time, non-exempt role based out of Yuba City, CA office; requires being in the office all five days of the work week.