Client Services & Executive Office Administrator

Allworth Airline Advisors (Formerly RAA)

Indianapolis (IN)

On-site

USD 44,000 - 60,000

Full time

4 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401K contributions
Flexible working arrangements
Paid time off
11 Paid Holidays
Equity Purchase Program

Job summary

Allworth Airline Advisors (Formerly RAA) in Indianapolis, IN seeks an Executive Office Administrator who is outgoing, organized, and committed to delivering exceptional client service to clients and advisors. This full-time, in-office position requires 5 days on-site and support across client service, operations, and senior leadership.

The role handles calendars, communications, mail, conference rooms, and facilities with a proactive, professional mindset, ensuring smooth daily operations and

Qualifications

  • Excellent organizational and multitasking skills.
  • Strong interpersonal and communication abilities.
  • Proficiency in office software and technology.
  • Ability to work independently and as part of a team.
  • Attention to detail and commitment to quality.
  • Passion for excellent service and client satisfaction.
  • Excellent verbal and written communication skills.
  • 5+ years of general administration and phone experience preferred.
  • Flexibility and embraces change.
  • High degree of professionalism.
  • BS/BA degree or equivalent work experience preferred, but not required.
  • High School Diploma or GED required.

Responsibilities

  • Deliver exceptional service experiences by greeting clients and guests and managing requests.
  • Receive and route deliveries and handle daily mail for distribution.
  • Maintain conference rooms and oversee advisor calendars.
  • Coordinate calendars, appointments, and materials for senior leaders.
  • Prepare and stock refreshments for staff and clients.
  • Direct incoming calls and ensure efficient office communication.
  • Monitor office supplies and restock as needed.
  • Assist with facilities issues to maintain a comfortable environment.
  • Provide administrative support to Operations and Client Service teams.
  • Support senior leadership with scheduling, correspondence, and materials.
  • Identify and implement process improvements to enhance efficiency.
  • Maintain high quality and accuracy aligned with company principles.
  • Demonstrate a proactive attitude and commitment to excellence.

Skills

Organization
Multitasking
Interpersonal skills
Communication
Office software
Teamwork
Attention to detail
Customer service
Verbal communication
Written communication
Flexibility
Professionalism
Phone experience

Education

BS/BA degree or equivalent
High School Diploma or GED

Tools

MS Office

Job description

Allworth Airline Advisors (Formerly RAA) in Indianapolis, IN seeks an Executive Office Administrator who is outgoing, organized, and committed to delivering exceptional client service to clients and advisors. This full-time, in-office position requires 5 days on-site and support across client service, operations, and senior leadership.

The role handles calendars, communications, mail, conference rooms, and facilities with a proactive, professional mindset, ensuring smooth daily operations and

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