Branch Office Administrator
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. Founded in Sacramento, California, in 1993, Allworth is a high-growth, privately held firm with a focus on client well-being and education. The company is a multi-billion dollar firm known for its "Circle of Excellence" award for employee and client satisfaction and recognition as a Barron's Top 40 RIA.
About the role
The Client Service Department at Allworth Financial is dedicated to delivering exceptional service experiences. The Branch Office Administrator plays a crucial role in managing the front desk and general office operations, ensuring smooth client interactions and administrative support.
Responsibilities
- Delivering exceptional service experiences with every client interaction
- Greeting and assisting 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
- Uses hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer
- Occasionally moves about inside the office to access file cabinets, office equipment, etc.
- Moves or lifts 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 and schedule
This is a full-time, non-exempt role based out of the Yuba City, CA office. The salary range is $57k-$60k, with eligibility for an annual bonus based on performance.
Benefits
- Generous 401K contributions
- Flexible working arrangements
- Generous 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