Client-First Branch Administrator (Onsite)

Allworth Financial; 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, 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.

Qualifications

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

Responsibilities

• 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.

Skills

Excellent verbal & written comms

Front Desk experience

Microsoft Office

Tools

CRM

Document management system

Job description

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.