Branch Office Administrator

Allworth Airline Advisors (Formerly RAA); Norwood (MA); On-site; USD 30,000 - 41,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K contributions

Paid time off

Job summary

Allworth Financial is seeking a Branch Office Administrator for our Norwood, MA branch. This full-time, onsite role handles first impressions via phone and in-person visits, schedules client appointments, and supports the advisor team with daily administration.

The position requires 2+ years in front desk work, excellent communication, and proficiency with MS Office and CRM systems. Benefits include a comprehensive package and a strong team-oriented environment.

Qualifications

• 2+ years of Front Desk/Receptionist work experience.
• Excellent verbal and written communication skills.
• Ability to multi-task and prioritize with frequent interruptions.
• Flexibility and embraces change.
• Proficient with Microsoft Office and CRM or Document Management systems.

Responsibilities

• Deliver positive, reliable phone service experiences to clients.
• Greet and assist clients in-office and walk-ins.
• Schedule and confirm client appointments for advisor team.
• Restock supplies and keep breakroom clean.
• Handle mail, deliveries, and routing to recipients.
• Direct incoming calls to the assigned service team.
• Support office and associates with administrative duties.
• Provide backup coverage for Service Associates as needed.
• Assist with process improvements and maintain quality and accuracy.

Skills

Front Desk

Communication

Multi-tasking

MS Office

CRM

Document Management

Team Player

Professionalism

Tools

CRM software

Job description

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.

Allworth Financial participates in E-Verify. Click here for more information.

California residents, click here for our privacy policy.