Branch Office Administrator

Allworth Financial; Norwood (MA); Presencial; USD 30.000 - 41.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical Insurance

Dental Insurance

Vision Insurance

401K contributions

Paid time off

Descripción de la vacante

Allworth Financial is seeking a Branch Office Administrator for our Norwood, MA branch. This full-time, on-site role pays $22-$30 per hour, depending on experience, with regular business hours Monday through Friday.

You'll be the first impression for inbound calls and in-office visits, provide courteous front-desk service, manage appointments, handle mail and supplies, support the advisor team, and assist with general office duties. A friendly, professional demeanor is essential.

Formación

• 2+ years of Front Desk/Receptionist experience.
• Proficient with Microsoft Office and CRM systems.
• Strong communication and professional demeanor.

Responsabilidades

• Delivering positive, reliable and memorable phone service experiences to clients.
• Greeting and assisting clients for appointments and walk-ins.
• Restock supplies, beverages and keep breakroom clean.
• Schedule and confirm client appointments for the advisor team.
• Provide general administrative support to the office and associates.
• Backup coverage for Service Associates as needed.
• Handle incoming/outgoing mail and deliveries.
• Direct incoming client calls to the assigned service team.
• Impress clients with every interaction; ensure quality and accuracy.
• Suggest/process improvements and demonstrate Allworth’s guiding principles.

Conocimientos

Excellent verbal & written comms

Front Desk experience

Microsoft Office

Herramientas

CRM

Document management system

Descripción del empleo

220 Norwood Park South, Norwood, MA 02062

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 has won multiple local and national Best Places to Work awards and 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 insurancewith 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.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Allworth Financial’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.